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CFP
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CFP

Michael Holcomb

Wells Fargo Advisors
23 Years of Experience
Zephyr Cove, NV
1 DisclosureBroker
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Michael Holcomb is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Zephyr Cove, NV, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
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

195 Us 50 Suite 312, [Satellite], Zephyr Cove, NV, 89448

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael has 100% ownership in HOLC 77, LLC since 2022, dedicating minimal time. He is also a board member of Logan Creek GID neighborhood association since 2025, dedicating minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2022 · 13 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2022 · 13 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2003 - April 2007 · 3 yrs 11 mos
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
State Registrations14 states
AZCACOFLHIIDINMINMNVOKORTXWY
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.
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