Michael
Wahlstrom

Wells Fargo Clearing Services, LLC

CRD#2556425
Investment Advisor
in Portland, OR
Are you Michael Wahlstrom? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Wahlstrom is a certified financial planner in Portland, Oregon. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accrued 17 years of experience in the financial advisory industry. Wahlstrom holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Wahlstrom can operate based out of Oregon. During their career, Wahlstrom has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Portland, Oregon, and has 6,557 locations across the nation. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Wahlstrom Work History

Michael has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2001 - 2011 (10 years)

Wells Fargo Investments, LLC

Disclosures

Michael Wahlstrom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started