Michael H Burchardt

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Carlos, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Carlos, CA

Previous Registrations

• 2009-08-18 → 2011-01-03
  Wells Fargo Investments, Llc
  San Carlos, CA
• 2009-05-02 → 2009-08-17
  Chase Investment Services Corp.
  San Francisco, CA
  San Francisco, CA
• 2005-12-15 → 2009-05-02
  Wamu Investments, Inc.
  San Francisco, CA
  San Bruno, CA
  Canoga Park, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2001-12-18 → 2002-10-11
  Citigroup Global Markets Inc.
  San Mateo, CA

Other Businesses

REAL ESTATE VENTURE, INVT RELATED, MILL VALLEY, CA, 33% OWNERSHIP, START DATE 2/6/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, REAL ESTATE INVESTMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-10-11

Other Names

• Michael Hans Burchardt