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Michael Mcclelland

17 Years of Experience
San Antonio, TX
Broker

Michael Mcclelland is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 17 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

434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the owner and managing director of OakSpring Partners, a technology and consulting company specializing in web design and technology solutions. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Wells Fargo Advisors
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2017 - March 2022 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2017 - March 2022 · 4 yrs 11 mos
Wells Fargo Advisors, LLC
December 2009 - June 2016 · 6 yrs 6 mos
Wells Fargo Advisors, LLCBroker
December 2009 - June 2016 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - May 2009 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - May 2009 · 3 yrs
Edward JonesBroker
March 2006 - May 2006 · 2 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.