MA
CFP
MA
CFP

Michael Ahrens

25 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance

Michael Ahrens is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cherry Hill, NJ, with 25 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

457 Haddonfield Road, [Satellite], Cherry Hill, NJ, 08002

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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 ActivitiesSells Insurance

Michael works as a financial advisor at Princeton Harriman Insurance Solutions, an investment-related insurance practice. This requires a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - March 2024 · 14 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2024 · 14 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations25 states
ALAZCACODCDEFLGAHIIDILINMAMDMENCNJNMNYOHPASCTNTXVA
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.