MH
MH

Michael Hilliard

31 Years of Experience
Bozeman, MT
Broker

Michael Hilliard is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 31 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

105 East Oak, Unit 1A, Bozeman, MT, 59715

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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 has 100% ownership of MGH LLC and serves as an author for multiple books. He also serves as a board member for Linstead Community HOA, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 1994 - December 2022 · 28 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 1994 - December 2022 · 28 yrs 7 mos
Ids Life Insurance CompanyBroker
May 1994 - July 2006 · 12 yrs 2 mos
State Registrations22 states
AZCTDEFLILINKYMAMDMIMOMTNCNHOHORPASCTNVAWAWV
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 Hilliard - Financial Advisor | TrueAdvisor