MS
CFA
MS
CFA

Michael Siefert

4 Years of Experience
Fort Myers, FL
Broker

Michael Siefert is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 4 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

7370 College Parkway, Suite 100, Fort Myers, FL, 33907

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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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Employment History
Current Registrations
Wells Fargo Advisors
February 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2022 - February 2023 · 9 mos
Wells Fargo Clearing Services, LLC
April 2022 - February 2023 · 10 mos
Marquis Wealth Management Group
November 2021 - March 2022 · 4 mos
State Registrations31 states
ALAZCACOCTDCFLGAILINKSKYMAMDMEMIMTNCNHNJNMNYOHOKPASCTNTXVAWAWI
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 Siefert - Financial Advisor | TrueAdvisor