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Advisors / Illinois / Wheaton
31yrs

Michael Hall

Financial advisor at First Trust Advisors

Based in Wheaton, Illinois, Michael Hall is a fiduciary financial advisor with 31 years of industry experience. Michael has been with First Trust Advisors since 2011. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.

One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.

Wheaton, IL 60187Top 4% by experience at First Trust AdvisorsFiduciary advisor
Call the officeDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 4% by experience at First Trust Advisors
Office120 E. Liberty Drive Suite 400, Wheaton, IL 60187
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state

Services through First Trust Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2011 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call First Trust Advisors at (630) 765-8000 and ask for Michael Hall. Michael works from the Wheaton, IL office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1995, about 31 years. Top 4% by experience at First Trust Advisors.

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?

First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. 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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