Raymond James Financial Services Advisors
43yrs
Top advisor by experience in Bay City
29yrs
Michael Wegener
Full name on record: Michael Eric Wegener
Financial advisor at Raymond James & Associates
Michael Wegener is a fiduciary financial advisor in Bay City, Michigan, with 29 years in the industry. Michael joined Raymond James & Associates in 2018, after eight years at Wells Fargo Advisors and less than a year at Cincinnati Analysts. Michael holds the CPA/PFS designation.
One of 87 advisors with offices in Bay City, and one of 85 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Bay City
Office122 Uptown Drive Suite 401, Bay City, MI 48708
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowRaymond James & Associates, Inc.Current firm
- 2010 – 2018Wells Fargo Clearing Services, LLCPreviously
- Aug 2010 – Sep 2010Cincinnati Analysts, Inc.Previously
Contact Michael
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Michael. 122 Uptown Drive Suite 401Bay City, MI 48708Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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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 Raymond James & Associates at (727) 567-1000 and ask for Michael Wegener. Michael works from the Bay City, MI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 11% by experience in Bay City.
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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, 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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