MA
MA

Michael Aljancic

21 Years of Experience
Columbus, OH
1 DisclosureBroker

Michael Aljancic is a registered investment advisor at Wells Fargo Advisors, based in Columbus, OH, with 21 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

Columbus, OH

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History

Regulatory History (1)
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Customer Dispute
May 2011
Settled
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 Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 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 Registrations27 states
ALAZCACOFLGAILINKYMAMDMEMIMONCNMNVNYOHOKPASCTNTXVAWIWV
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.