Michael Steven Holcomb

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:

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2022-10-21
CA	RA	APPROVED	2022-10-06
TX	RA	APPROVED_RES	2022-10-06

NV RA
APPROVED

Since 2022-10-21
CA RA
APPROVED

Since 2022-10-06
TX RA
APPROVED_RES

Since 2022-10-06

Branch Locations

195 Us 50 Suite 312 [Satellite], Zephyr Cove, NV 89448 • United States

595 Humboldt St Ste 200, Reno, NV 89509 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Stateline	NV	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	10/2022
Wells Fargo Advisors Financial Network, Llc	Long Beach	CA	10/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley

Stateline, NV
01/2015 → 10/2022

Morgan Stanley Private Bank, National Association

New York, NY
10/2022 → Present

Wells Fargo Advisors Financial Network, Llc

Long Beach, CA
01/2015 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2009-06-01 → 2022-10-14

Morgan Stanley

Incline Village, NV

Reno, NV
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Stateline, NV
2003-05-27 → 2007-04-02

Morgan Stanley Dw Inc.

Stateline, NV

Stateline, NV

Other Businesses

HOLC 77, LLC; INV. RELATED; LONG BEACH,CA; 100% OWNERSHIP; START DATE 10/28/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.| LOGAN CREEK GID; NOT INV RELATED; GLENBROOK, NV; NEIGHBORHOOD ASSOC; BOARD MEMBER; START 01/15/2025; 5 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-04-25

S66 Uniform Combined State Law Examination

2003-04-25

Designations

Certified Financial Planner

Other Names

Michael Holcomb

View on SEC IAPD