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Advisors / New Jersey / Linwood
29yrs

Michael Weeks

Financial advisor at Wells Fargo Advisors

Michael Weeks has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Linwood, New Jersey. After a year at Prudential Equity Group, Michael joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.

One of 83 advisors with offices in Linwood, and one of 79 fiduciaries.

Linwood, NJ 08221CFP®Top 18% by experience nationwideFiduciary advisor

At a glance

Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office201 Shore Drive Floor 1, Linwood, NJ 08221
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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.

Designations

CFP®

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. 2024 – now
  2. 2003 – 2024
  3. Jun 2002 – Jul 2003
    Prudential Equity Group, LLCPreviously

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. What does a financial plan with you include, and how often is it updated?
  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

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About Michael

How do I contact Michael?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Michael Weeks. Michael works from the Linwood, NJ office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1997, about 29 years. Top 18% 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.

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