Michael Hartman, financial advisor Hunt Valley MD

Michael Hartman

CRD Number: 3118140
Current Firm: Wells Fargo Advisors Financial Network, LLC

Michael Hartman (CRD# 3118140) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Hunt Valley, MD and has over 22 years of experience in the finance industry. Michael Hartman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Towson, MD Nov 2016 - Current 7
Wells Fargo Advisors LLC Towson, MD May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Michael Hartman
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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, WY

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