Michael Finkelstein
Michael Finkelstein is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Bloomfield Hills, MI, with 15 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
2550 S Telegrah Ste 114, [Satellite], Bloomfield Hills, MI, 48302
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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 works as a financial advisor at Princeton Harriman Insurance Solutions, an insurance practice. This takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Northpointe Capital LLC
Northpointe Capital LLC
State Registrations8 states
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