Michael John Paone
Investment adviser representative at Wells Fargo Investment Institute, Inc.
15 yearsExperience
1 stateRegistered in
$43BFirm assets
21 yearsFirm in business
Are you Michael John Paone? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Wells Fargo Investment Institute, Inc.Jan 2026 to now
- RBC Wealth ManagementMar 2022 to Jan 2026
- New View Custom WoodworksAug 2019 to Mar 2022
- UnemployedMar 2017 to Aug 2019
- Piper Jaffray & Co.Aug 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 4645761
- Firm CRD
- 133204