Merrill
46yrs
Top advisor by experience in York
30yrs
Michael Yoder
Financial advisor at Wells Fargo Advisors
Michael Yoder has worked in the financial industry for 30 years and is a fiduciary financial advisor based in York, Pennsylvania. After three years at UBS Financial Services and three years at Clearbridge Investments, Michael joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 241 advisors with offices in York, and one of 225 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office221 W Philadelphia St Suite 112e, York, PA 17401
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 ?1 state
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
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2011 – 2014UBS Financial Services Inc.Previously
- 2008 – 2011Clearbridge Investments, LLCPreviously
- Jul 2006 – Apr 2008Ferris, Baker Watts, LLCPreviously
- Feb 2006 – Jul 2006Citigroup Global Markets Inc.Previously
- 2002 – 2006Legg Mason Wood Walker, IncorporatedPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Wells Fargo Advisors at 314-875-3000 and ask for Michael Yoder. Michael works from the York, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
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.
Other advisors nearby
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in York
Merrill
42yrs
Top 1% by experience in York
Investment Research
42yrs
Top advisor by experience at Investment Research
Merrill
42yrs
Top 2% by experience in York
Wells Fargo Advisors
41yrs
Top 2% by experience in York