Michael Whitfield is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lexington, KY, 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
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
3285 Blazer Pkwy, Suite 100, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns rental property in McMechen, WV since 2019, with a 33.33% ownership stake. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations25 states
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