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Michael Aljancic

Wells Fargo Advisors
22 Years of Experience
Columbus, OH
1 DisclosureBroker
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Michael Aljancic is a registered investment advisor at Wells Fargo Advisors, based in Columbus, OH, with 22 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

Columbus, OH

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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 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael has 12 rental properties and 100% ownership in ALJ Capital Investments, LLC and ETP Capital LLC. He also has 100% ownership in ALJANCIC Financial Services LLC, a finet practice, and spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
August 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Morgan Stanley
December 2011 - September 2023 · 11 yrs 9 mos
Morgan StanleyBroker
December 2011 - September 2023 · 11 yrs 9 mos
Chase Investment Services CORP.
December 2005 - December 2011 · 6 yrs
Chase Investment Services CORP.Broker
December 2005 - December 2011 · 6 yrs
Morgan Stanley
January 2005 - December 2005 · 11 mos
Morgan Stanley Dw INC.Broker
January 2005 - December 2005 · 11 mos
Prudential Financial Planning Services
August 2004 - January 2005 · 5 mos
Pruco Securities, LLC.Broker
March 2004 - January 2005 · 10 mos
State Registrations31 states
ALAZCACOCTFLGAIDILINKYMAMDMEMIMONCNMNVNYOHOKPASCTNTXVAVTWAWIWV
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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