Michael Haney
Michael Haney is a registered investment advisor at Wells Fargo Advisors, based in West Point, UT, with 27 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
279 N 2000 W, West Point, UT, 84015
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Michael works as a bookkeeper for DJ Data Services, DJM Services LLC, and Intermountain Geothermal Services LLC, dedicating minimal time to each. He also owns rental properties and referees football leagues, spending a few hours per week on refereeing.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Kelmoore Investment Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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.