MV
MV

Michael Verda

23 Years of Experience
Lorain, OH
BrokerSells Insurance

Michael Verda is a registered investment advisor at Wells Fargo Advisors, based in Lorain, OH, 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

6145 Park Square Dr 4, [Satellite], Lorain, OH, 44053

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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 has 100% ownership of Verda Wealth Managment LLC, but dedicates no time to it. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week providing insurance solutions to clients and prospects.

Employment History
Current Registrations
Wells Fargo Advisors
February 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edward Jones
January 2007 - February 2024 · 17 yrs 1 mo
Edward JonesBroker
August 2002 - February 2024 · 21 yrs 6 mos
State Registrations11 states
ARAZDCFLMNNCNYOHORPATN
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.