Michael Tursi
Michael Tursi is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Arlington Heights, IL, with 10 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
150 West Campbell, [Satellite], Arlington Heights, IL, 60005
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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 owns 100% of J.M. Equity Advisors LLC, dedicating full-time hours to this investment-related activity. He also works as a financial advisor at Princeton Harriman Insurance Solutions, spending a few hours per week, and works minimal time as a Notary Public.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations26 states
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
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