Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
25yrs
Michael Blank
Financial advisor at Wells Fargo Advisors
Michael Blank has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Westlake Village, California. After five years at Wells Fargo Investments, Michael joined Wells Fargo Advisors in 2022, 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 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office200 N Westlake Blvd Suite 202, Westlake Village, CA 91362
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2011Wells Fargo Investments, LLCPreviously
Contact Michael
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Michael. 200 N Westlake Blvd Suite 202Westlake Village, CA 91362Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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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 Wells Fargo Advisors at (314) 875-3000 and ask for Michael Blank. Michael works from the Westlake Village, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Michael hold?
Series 66. 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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