Michael
Shimanski

Wells Fargo Clearing Services, LLC

CRD#3195810
Investment Advisor
in Kannapolis, NC

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About this Advisor

Michael Shimanski is a financial advisor operating in Kannapolis, North Carolina, with a total of 16 years of professional experience. Shimanski currently works for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Shimanski maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Wells Fargo Clearing Services, LLC is a financial advisory business operating out of Kannapolis, North Carolina. The company has offices in 6,239 locations and a total of 25,711 financial advisors. It oversees $511 billion in assets under management among its 1,430,874 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a number of services, such as 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 management fees are based on the services. Fee types charged by Wells Fargo Clearing Services, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

16 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

704 N Cannon Blvd
Kannapolis, NC 28083

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC 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 Shimanski Work History

Michael has 16 years of experience.

2020 - Present (1 year)

Wells Fargo Bank, Na

2020 - Present (1 year)

Wells Fargo Clearing Services, LLC

2004 - 2019 (15 years)

Tiaa-Cref Individual & Institutional Services, LLC

2004 - 2019 (15 years)

Tiaa

Disclosures

Michael Shimanski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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