Michael Blank
Michael Blank is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 25 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
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Michael owns 100% of MVB Wealth Management, Inc. and 12% of Westlake Private Wealth Management, LLC, both financial advisory practices. He also serves as trustee for MVB Wealth Management Inc. 401k, dedicating minimal time to this role, while his ownership of MVB Wealth Management takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
UBS Painewebber INC.Broker
State Registrations14 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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