MB
CFP
MB
CFP

Michael Batu

32 Years of Experience
Palm Beach Gardens, FL
Broker

Michael Batu is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 32 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.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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.

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Other Business Activities

Michael owns 100% of Kirkland Wealth Advisors, LLC, a financial practice. He spends about 10-20% of his time on this, with one hour during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - January 2023 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2023 · 15 yrs
A. G. Edwards & Sons, INC.Broker
May 2006 - January 2008 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
May 2006 - January 2008 · 1 yr 8 mos
UBS Financial Services INC.
July 1995 - June 2006 · 10 yrs 11 mos
UBS Financial Services INC.Broker
August 1993 - June 2006 · 12 yrs 10 mos
State Registrations26 states
AKAZCACOCTDCFLIAIDILMDMIMONCNJNVNYOHOKPARISCTNTXWIWY
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.
Michael Batu - Financial Advisor | TrueAdvisor