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Michael Mcpeek

1 Year of Experience
Bonita Springs, FL
Broker

Michael Mcpeek is a registered investment advisor at Wells Fargo Advisors, based in Bonita Springs, FL, with 1 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

Bonita Springs, FL

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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

Michael consults for Catapult, assisting small businesses with Amazon Ads. This remote work, which began in June 2023, takes minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
IL
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.