Michael Bless

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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
  Dallas, TX
• 11/2016 → 07/2025
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 07/2025 → Present
  Prospera Financial Services
  Dallas, TX

Previous Registrations

• 2008-01-01 → 2025-08-21
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Dallas, TX
• 2002-08-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Dallas, TX
  Dallas, TX
  St. Louis, MO

Other Businesses

Vintage Arabians, Vintage Properties; Investment Related - No; 22 Summit Pl., Cedar Hill, TX 75104; Arabian Horse Farm, Two Rental Properties DBA; Owner; Start Date 04/2025; 0 hours per Month; 0 during trading hours; Maintain properties. Monument Wealth Partners; Investment Related - Yes; 5429 LBJ Freeway Suite 750, Dallas, TX 75240; DBA: Founder, Managing Director; Advisor; 07/2025; 40 Hours Per Month; 40 During Trading hours; Provide investment management, financial planning services and counseling with clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-01

Designations

• Certified Financial Planner

Other Names

• Michael Richard Bless