Michael Whitfield
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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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
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCFeb 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to Feb 2022
- Charles Schwab Bank, SsbJun 2021 to Feb 2022
- Wells Fargo Clearing Services LLCJul 2017 to Jun 2021
- Fidelity Brokerage Services, LLCFeb 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 6033096
- Firm CRD
- 11025