MS
MS

Michael Schaffer

33 Years of Experience
Deerfield, IL
Broker

Michael Schaffer is a registered investment advisor at Wells Fargo Advisors, based in Deerfield, IL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

500 Lake Cook Rd, 125, Deerfield, IL, 60015

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Michael has 100% ownership in Islamorada LLC and Schaffer Private Wealth, and serves as a trustee for multiple family members' trusts. He also serves as a board member for Tiburon Golf Club HOA, and Schaffer Private Wealth takes about a third of his time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - July 2023 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2023 · 15 yrs 6 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2008 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
May 1992 - January 2008 · 15 yrs 8 mos
State Registrations42 states
AKARAZCACOCTDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENJNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.