Morgan Stanley
47yrs
Top advisor by experience in Clayton
40yrs
Based in Clayton, Missouri, Michael Wilhelm is a fiduciary financial advisor with 40 years of industry experience. Michael joined Wells Fargo Advisors in 2014, after five years at Morgan Stanley and 14 years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Missouri
Office190 Carondelet Plaza Suite 800, Clayton, MO 63105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2014Morgan StanleyPreviously
- 1995 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (314) 726-5050 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Michael Wilhelm.
How long has Michael been a financial advisor?
Michael has been in the industry since 1986, about 40 years. Top 3% by experience in Missouri.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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