MH
CFP
MH
CFP

Michael Hartman

27 Years of Experience
Broker

Michael Hartman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 27 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

225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030

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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 is an investment committee member for Calvert Hall College High School, dedicating minimal time. He also has 100% ownership of Hartman Wealth Management LLC, taking up a full-time commitment, and 90% ownership of Hartman GP, LLC, dedicating minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2021 - Present · 4 yrs 7 mos
Wells Fargo Advisors
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - September 2021 · 12 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - September 2021 · 12 yrs 7 mos
Citigroup Global Markets INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - March 2009 · 3 yrs 1 mo
Legg Mason Wood Walker INC
October 2001 - February 2006 · 4 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1998 - February 2006 · 7 yrs 4 mos
State Registrations27 states
AZCACTDCDEFLGAIDINMAMDMEMNMTNCNHNJNVNYOHPASCTNTXVAWAWV
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 Hartman - Financial Advisor | TrueAdvisor