MH
MH

Michelle Halloran

9 Years of Experience
Omaha, NE
Broker

Michelle Halloran is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 9 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

10250 Regency Circle, Ste 110, Omaha, NE, 68114

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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

Michelle's spouse has a 33% ownership in Halloran Stauffer, LLC and 100% ownership in Halloran Financial, LLC. Michelle also owns rental property, spending minimal time on each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2016 - May 2023 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2016 - May 2023 · 6 yrs 6 mos
State Registrations1 state
NE
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.