MH
MH

Miranda Holman

13 Years of Experience
Saint Louis, MO
Broker

Miranda Holman is a registered investment advisor at Wells Fargo Advisors, based in Saint Louis, MO, with 13 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

Saint Louis, MO

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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

Miranda works as an independent consultant selling jewelry, dedicating a few hours per week. She also works as an independent contractor delivering packages to customers, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLC
January 2025 - Present · 1 yr 6 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 6 mos
Wells Fargo Advisors
March 2015 - Present · 11 yrs 4 mos
Wells Fargo Clearing Services, LLC
November 2013 - Present · 12 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - Present · 12 yrs 8 mos
Previous Registrations
Pruco Securities, LLC.Broker
August 2011 - May 2012 · 9 mos
State Registrations6 states
ARMAMOOKUTWA
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.
Miranda Holman - Financial Advisor | TrueAdvisor