Michael Hartman

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Towson, MD
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Towson, MD

Previous Registrations

• 2009-02-13 → 2021-09-10
  Wells Fargo Clearing Services, Llc
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
• 2006-02-21 → 2009-03-09
  Citigroup Global Markets Inc.
  Hunt Valley, MD
  New York, NY
  Hunt Valley, MD
• 2001-10-12 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Hunt Valley, MD

Other Businesses

CALVERT HALL COLLEGE HIGH SCHOOL; INV RELATED; TOWSON, MD; INVESTMENT COMMITTEE MEMBER; START DATE 10/01/2022; .5 HOURS PER MONTH; 0 HOURS DURING TRADING; PROVIDING OVERSIGHT OF THE INVESTMENT MANAGER AND MONITORING FOR ADHERENCE TO INVESTMENT POLICY OF THE SCHOOL.| HARTMAN WEALTH MANAGEMENT LLC, INVESTMENT RELATED, HUNT VALLEY, MD, 100% OWNERSHIP, START 6/14/2021, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.| HARTMAN GP, LLC; INV RELATED; PHOENIX, MD; 90% OWNERSHIP; START DATE 05/09/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING FORMED IN ORDER TO SELL A % TO A LLC

Exams

• S66 Uniform Combined State Law Examination
  2001-09-14

Designations

• Certified Financial Planner

Other Names

• Michael Joseph Hartman