Michelle Wendling, financial advisor San Francisco CA
93 score

Michelle Wendling

CRD Number: 5413499
Current Firm: Wells Fargo Advisors, LLC

Michelle Wendling (CRD# 5413499) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
Wells Fargo Advisors, LLC San Francisco, CA Dec 2015 - Current 1
Credit Suisse Securities (usa) LLC San Francisco, CA Apr 2012 - Dec 2015 3
Unemployed San Francisco, CA Dec 2011 - Apr 2012 < 1
Babcock & Brown San Francisco, CA Nov 2011 - Dec 2011 < 1
Unemployed Marina Del Rey, CA Sep 2011 - Nov 2011 < 1
Macquarie Capital (usa) Inc. Los Angeles, CA May 2011 - Sep 2011 < 1
Regal Capital Advisors LLC Los Angeles, CA Sep 2009 - May 2011 1
Columbia West Capital, LLC Scottsdale, AZ Jul 2009 - Sep 2009 < 1
Barclays Capital Los Angeles, CA Feb 2008 - Jun 2009 1
Cibc World Markets New York, NY Jul 2007 - Jan 2008 < 1
Student Kingston, Ontario, Sep 2006 - Jul 2007 < 1
Ubs Securities Toronto, Ontario, May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Michelle J. Wendling
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.