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Michael Weigel

Wells Fargo Advisors
37 Years of Experience
Scottsdale, AZ
Broker
View SEC Summary
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Michael Weigel is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 37 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
March 2022 - Present · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Wells Fargo Advisors
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2015 - December 2017 · 2 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
April 2015 - December 2017 · 2 yrs 8 mos
LPL Financial LLCBroker
October 2007 - January 2013 · 5 yrs 3 mos
Uvest Financial Services Group, INC.Broker
April 2004 - October 2007 · 3 yrs 6 mos
Zions Investment Securities, INC.Broker
November 2002 - February 2004 · 1 yr 3 mos
Zions Investment Securities, INC.Broker
March 1997 - December 2001 · 4 yrs 9 mos
Principal Financial Securities,inc.Broker
April 1993 - February 1997 · 3 yrs 10 mos
Everen Securities, INC.Broker
September 1990 - April 1993 · 2 yrs 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
January 1990 - September 1990 · 8 mos
J. W. Garrett and CompanyBroker
May 1985 - January 1990 · 4 yrs 8 mos
Painewebber IncorporatedBroker
September 1984 - June 1985 · 9 mos
Rauscher Pierce Refsnes, INC.Broker
October 1983 - September 1984 · 11 mos
Boettcher & CompanyBroker
July 1982 - October 1983 · 1 yr 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 1982 - July 1982 · 4 mos
G. S. Omni CorporationBroker
February 1981 - February 1982 · 1 yr
State Registrations8 states
AZCAFLHIKYMIMTNM
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.
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Michael Weigel - Financial Advisor | TrueAdvisor