Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wells is a registered investment advisor representative with Tidwell Wealth Management LLC, a firm based in Rocklin, CA. Michael has been in the industry since 2003 and is licensed in California. His firm specializes in financial planning, portfolio management for individuals, and pension consulting. The firm manages over $49 million in assets for 156 clients. Michael has held previous positions with Tidwell & Associates, LLP and Peak Investment Solutions, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2020 - Present
Tidwell Wealth Management LLC (ROCKLIN CA)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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