Cynthia Ann Michael
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMay 2026 to now
- Belpointe Asset ManagementFeb 2023 to May 2026
- Tpb Wealth AdvisorsMar 2022 to Feb 2023
- Aspireon Wealth AdvisorsMar 2020 to Mar 2022
- Bank of San Antonio Wealth AdvisorsOct 2015 to Mar 2020
- Dominion Investor Services, Inc.Oct 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2447290
- Firm CRD
- 11025