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Michael Timothy Brodnik

Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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.

  1. Wells Fargo Clearing Services, LLCJun 2023 to now
  2. First Republic Securities Company, LLCOct 2022 to Jun 2023
  3. Bank of America, N.A.Aug 2015 to Oct 2022
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Oct 2022

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (MD).

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
5669806
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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