MA
MA

Michael Allegri

23 Years of Experience
St Joseph, MO
1 DisclosureBroker

Michael Allegri is a registered investment advisor at Wells Fargo Advisors, based in St Joseph, MO, 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

3715 Beck Rd Building A Suite 102, [Satellite], St Joseph, MO, 64506

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History

Regulatory History (1)
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Customer Dispute
November 2008
Settled
Other Business Activities

Michael owns commercial real estate through Medical Lease, LLC and spends minimal time on it. He is also a trustee for Allegri I & WM LLC I401K, dedicating minimal time, and owns Allegri Institutional & Private Wealth Management LLC, spending full-time hours on it.

Employment History
Current Registrations
Wells Fargo Advisors
July 2016 - Present · 9 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2016 · 8 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2016 · 8 yrs 6 mos
A. G. Edwards & Sons, INC.
November 2002 - January 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
October 2002 - January 2008 · 5 yrs 3 mos
State Registrations13 states
CAFLIAILINKSMAMDMEMONYORTX
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.
Michael Allegri - Financial Advisor | TrueAdvisor