Michael Schjeldahl is a registered investment advisor at Wells Fargo Advisors, based in Idaho Falls, ID, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1135 Pier View Dr, Ste 170 & 140, Idaho Falls, ID, 83402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael has 50% ownership in Mountain Crest Wealth Management LLC and 100% ownership in Sunterra Consulting LLC, dedicating a few hours per week to each. He also serves as co-trustee for Mountain Crest Wealth Management LLC 401k, spending minimal time on this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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