MW
MW

Michael Winter

11 Years of Experience
Bozeman, MT
Broker

Michael Winter is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 11 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.

Loading...

Location

105 East Oak, Unit 1A, Bozeman, MT, 59715

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael has 100% ownership in MWWM Inc. since 2021, dedicating minimal time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
September 2017 - Present · 8 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - September 2017 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - September 2017 · 2 yrs 11 mos
State Registrations39 states
ARAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPASCSDTNTXUTVAWAWIWV
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 Winter - Financial Advisor | TrueAdvisor