Michael Kurilecz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 21 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Crescent Ct, Ste 1400, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the CEO and majority shareholder of Southern Style Nuts, Inc., a candy and nut production company, and dedicates a few hours per month to it. He also owns The Mosel Company, a personal business for consulting and business acquisition, and spends a few hours per week reviewing business opportunities and providing operational consulting. Additionally, Michael serves as the executor of his nephew's estate, which requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations12 states
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Exams
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