MS
CFP
MS
CFP

Michael Seagren

19 Years of Experience
Naperville, IL
Broker

Michael Seagren is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 19 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

2056 Westings Avenue, Ste 540, Naperville, IL, 60563

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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 has ownership stakes in Great Lakes Asset Management LLC and MCS Advisors LLC, both investment-related. He dedicates full-time hours to each, including time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2008 - April 2023 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
December 2007 - April 2023 · 15 yrs 4 mos
Metlife Securities INC.Broker
May 2006 - June 2007 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
May 2006 - June 2007 · 1 yr 1 mo
State Registrations37 states
AKALARAZCACODCDEFLGAIAILINKYMAMIMNMONCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWI
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.
Michael Seagren - Financial Advisor | TrueAdvisor