Michael Oates
Michael Oates is a registered investment advisor at Wells Fargo Advisors, based in Morgantown, WV, with 26 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
455 Suncrest Towne Center Dr, Ste 300, Morgantown, WV, 26505
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Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Michael has ownership stakes in Oates Labritz Wealth Management LLC, Oates Wealth Management LLC, Chestnut Ridge Professional Building, LLC, and rental property. He also serves as co-trustee for Oates Labritz Wealth Management 401K PSP, dedicating about a quarter of his time to Oates Labritz Wealth Management LLC.
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
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations32 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.
Exams
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