MD
CFP
MD
CFP

Michael Dymkowski

33 Years of Experience
Birmingham, MI
4 DisclosuresBroker

Michael Dymkowski is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Birmingham, MI, with 33 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

Loading...

Location

255 E Brown St Ste 400, Birmingham, MI, 48009

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Denied
Customer Dispute
November 2008
Settled
Customer Dispute
April 2008
Settled
Customer Dispute
July 2000
Settled
Other Business Activities

Michael is a trustee for his cousin's trust, has a 5% ownership in commercial rental property, and 100% ownership of Destinations LLC to hold real estate. Each of these activities requires minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Wells Fargo Advisors
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
November 2013 - April 2022 · 8 yrs 5 mos
Morgan Stanley
November 2013 - April 2022 · 8 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
July 2000 - July 2005 · 5 yrs
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
March 1996 - February 1999 · 2 yrs 11 mos
Essex National Securities, INC.Broker
January 1995 - March 1996 · 1 yr 2 mos
Edward D. Jones & CO., L.P.Broker
March 1993 - January 1995 · 1 yr 10 mos
State Registrations27 states
ALARAZCACODCDEFLGAIDILINMAMDMINJNVNYORPASCTNTXUTVAWAWI
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.
More Advisors