Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wolke is a financial advisor with over 37 years of experience in the financial services industry. Michael is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since October 2022. Before joining Wells Fargo Advisors Financial Network, LLC, Michael was with Stifel, Nicolaus & Company, Incorporated for 17 years. Michael is licensed to offer investment advice and securities products in 16 states. Michael has a deep understanding of the financial markets and a commitment to providing clients with personalized financial planning and investment advice.
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.
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MN
10/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
09/16/2005 - 11/02/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAYZATA MN)
IL
07/25/2003 - 09/20/2005
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MO
04/23/1999 - 08/22/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/23/1991 - 05/07/1999
QUICK & REILLY, INC. (NEW YORK NY)
RI
07/02/1987 - 07/03/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
11/18/1985 - 01/28/1987
PIPER, JAFFRAY & HOPWOOD INCORPORATED
NA
01/23/1985 - 11/01/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1993
Series 4 - Registered Options Principal Examination
BC
Issued 05/08/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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