MC
MC

Michael Cowan

26 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Michael Cowan is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 26 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

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
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Customer Dispute
December 2011
Settled
Other Business Activities

Michael has ownership stakes in several investment-related entities, including Daleh LLC, Gardens Wealth Management LLC, Cowan Inv. & Ins. Planning LLC, Gardens Wealth Legacy Partners LLC, and Gardens Wealth Holdco LLC. He also serves as Treasurer for GGI Foundation Inc and spends minimal time on this role.

Employment History
Current Registrations
Wells Fargo Advisors
April 2009 - Present · 17 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
November 2005 - May 2009 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2005 - May 2009 · 3 yrs 6 mos
UBS Financial Services INC.
April 1999 - December 2005 · 6 yrs 8 mos
UBS Financial Services INC.Broker
April 1999 - December 2005 · 6 yrs 8 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.