Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D Schjeldahl is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has over 24 years of experience in the financial services industry. Michael's career began at Merrill Lynch, Pierce, Fenner & Smith Incorporated in 1998 and continued at WELLS FARGO CLEARING SERVICES, LLC in 2013. Michael joined Wells Fargo Advisors Financial Network, LLC in 2021. Michael is a licensed financial advisor in several states and holds multiple industry licenses and certifications. Michael's specializations include investment advisory services, financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
04/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (IDAHO FALLS ID)
ID
10/01/2013 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (IDAHO FALLS ID)
ID
03/04/1998 - 10/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
BOTH
Issued 01/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Schjeldahl is the right advisor for you? Invested Better is here to help.
