Michael Williams
Michael Williams is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lakewood, CO, with 24 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
143 Union Blvd, Ste 1050, Lakewood, CO, 80228
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Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Michael owns multiple rental properties in Colorado, dedicating minimal time to each. He is also the treasurer of The University Club of Denver.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
MML Investors Services, INC.
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations28 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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