MH
CFP
MH
CFP

Michael Hohenberger

32 Years of Experience
Dallas, TX
Broker

Michael Hohenberger is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 32 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

1445 Ross Ave, Dallas, TX, 75202

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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 rental property in Rowlett, TX since 2010, dedicating minimal time. He also serves as co-trustee for his sister's investments, spending a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 8 mos
Wells Fargo Advisors
February 2023 - Present · 3 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Wells Fargo Advisors
May 2022 - Present · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2013 - January 2022 · 8 yrs 4 mos
J.P. Morgan Securities LLC
September 2013 - January 2022 · 8 yrs 4 mos
Independent Financial Group, LLCBroker
May 2012 - August 2013 · 1 yr 3 mos
Cambridge Legacy Securities L.L.C.Broker
September 2008 - May 2012 · 3 yrs 8 mos
Aig Financial Advisors, INC.Broker
October 2005 - September 2008 · 2 yrs 11 mos
Cornerstone Financial Services, INC.
May 2002 - August 2013 · 11 yrs 3 mos
Sunamerica Securities, INC.Broker
September 2001 - October 2005 · 4 yrs 1 mo
Primevest Financial Services, INC.Broker
August 1999 - October 2001 · 2 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1994 - August 1999 · 5 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
March 1994 - June 1994 · 3 mos
State Registrations1 state
TX
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.
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