LPL Financial
41yrs
Top advisor by experience in Morgantown
27yrs
Michael Oates
Financial advisor at Wells Fargo Advisors
Michael Oates has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Morgantown, West Virginia. After a year at Prudential Equity Group, Michael joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 66 advisors with offices in Morgantown, and one of 64 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Morgantown
Office455 Suncrest Towne Center Dr Suite 300, Morgantown, WV 26505
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2021Wells Fargo Clearing Services, LLCPreviously
- May 2002 – Jul 2003Prudential Equity Group, LLCPreviously
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 Wells Fargo Advisors at (314) 875-3000 and ask for Michael Oates. Michael works from the Morgantown, WV office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 27 years. Top 24% by experience in Morgantown.
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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