Skip to content

Michael Paul Nielsen

Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business

Are you Michael Paul Nielsen? Claim your profile

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

10 years in the industry.

  1. Wells Fargo Clearing Services, LLCNov 2025 to now
  2. Wells Fargo Bank, NANov 2025 to now
  3. Bank of America, N.A.Jan 2025 to Nov 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Nov 2025
  5. Wells Fargo Clearing Services, LLCFeb 2024 to Nov 2024
  6. CbizJan 2023 to Feb 2024
  7. UpsNov 2022 to Jan 2023
  8. Mayo ClinicJan 2022 to Oct 2022
  9. Wells FargoMar 2021 to Dec 2021
  10. Wells Fargo Bank, NAJan 2019 to Dec 2024
  11. University of Wisconsin - River FallsSep 2017 to Dec 2020
  12. Madison EquitiesOct 2015 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
5989479
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
CallContact this firm