Michael
Kovaleski

Wells Fargo Advisors Financial Network, LLC

CRD#5377020
Investment Advisor
in Orlando, FL
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About this Advisor

Michael Kovaleski is a certified financial planner based in Orlando, Florida, who has been in the industry for 10 years. Kovaleski is an employee of Wells Fargo Advisors Financial Network, LLC. Their career trajectory has included roles at Raymond James & Associates, Crummer Graduate School Of Business At Rollins College and Wells Fargo Advisors Financial Network, LLC. Kovaleski has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Wells Fargo Advisors Financial Network, LLC is a business based out of Orlando, Florida. The company has offices in 729 locations and a total of 1,997 people on staff. It manages $49 billion in total assets among its 149,098 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 763 charitable organizations. Of its 149,098 customer accounts, 41% are associated with high-net-worth individuals who have more than $1 million in assets. Wells Fargo Advisors Financial Network, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules are based on the type of financial services provided. However, fee types billed by Wells Fargo Advisors Financial Network, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

315 E Robinson St Ste 190
Orlando, FL 32801

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

FL Average: $11,469,110,461
Total Number of Employees

1,978

FL Average: 458
Total Number of Accounts

154,383

FL Average: 33,415
Average Account Size

$307,810

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Kovaleski Work History

Michael has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2016 (7 years)

Raymond James & Associates

2008 - 2009 (1 year)

Crummer Graduate School Of Business At Rollins College

Disclosures

Michael Kovaleski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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