Oxbow Advisors
47yrs
Top advisor by experience in Austin
45yrs
Michael Don Portman
Financial advisor at Wells Fargo Advisors
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Austin
Office111 Congress Ave 3rd Floor, Austin, TX 78701
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2002 – 2008A. G. Edwards & Sons, 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
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 Don Portman. Michael works from the Austin, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1981, about 45 years. Top 1% by experience in Austin.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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