MP
MP
Michael Phelan
23 Years of Experience
Winston Salem, NC
1 DisclosureBroker
Michael Phelan is a registered investment advisor at Wells Fargo Advisors, based in Winston Salem, NC, with 23 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
380 Knollwood St., Suite 340, Winston Salem, NC, 27103
Get directionsHistory
Regulatory History (1)
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Criminal
May 1991Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2010 - July 2023 · 13 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
April 2010 - July 2023 · 13 yrs 3 mos
Wells Fargo Investments, LLC
September 2008 - April 2010 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
March 2008 - April 2010 · 2 yrs 1 mo
Labranche & CO. LLCBroker
October 2001 - July 2006 · 4 yrs 9 mos
Bocklet & Company, LLCBroker
October 2000 - October 2001 · 1 yr
State Registrations26 states
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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.