Michael Joseph Allegri

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  St. Joseph, MO

Previous Registrations

• 2008-01-01 → 2016-07-15
  Wells Fargo Clearing Services, Llc
  St. Joseph, MO
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Saint Joseph, MO
• 2002-11-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Overland Park, KS
  St. Louis, MO
  Overland Park, KS

Other Businesses

MEDICAL LEASE, LLC. NOT INV RELATED, PAOLA, KS, 100% OWNERSHIP; COMMERCIAL REAL ESTATE, START: 5-1-1998, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: OWN AND LEASE MEDICAL BUILDINGS. TRUSTEE FOR ALLEGRI I & WM LLC I401K; INV RELATED; ST JOSEPH, MO; TRUSTEE; START: 12/27/16; 1 HR/MO; 1 DURING TRADING. ALLEGRI INSTITUTIONAL & PRIVATE WEALTH MANAGEMENT LLC, INV RELATED, LEAWOOD, KS, 100% OWNERSHIP, START 7/16/2016, 200 HOURS PER MONTH, 200 DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-11