Michael Settler
Michael Settler is a registered investment advisor at Wells Fargo Advisors, based in White Plains, NY, 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
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
399 Knollwood Rd, 208 2nd Floor, White Plains, NY, 10603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a CPA providing tax preparation and accounting services since 2000. He is also involved in insurance sales through Impact Wealth Strategies LLC and Horizon Wealth Managers LLC, dedicating minimal time to the latter, and acts as a trustee for multiple trusts.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations21 states
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