Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
12yrs
Michael Winter is a fiduciary financial advisor in Bozeman, Montana, with 12 years in the industry. After three years at Merrill, Michael joined Wells Fargo Advisors in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 237 advisors with offices in Bozeman, and one of 222 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718
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
- 2017 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2014 – 2017MerrillPreviously
Contact Michael
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Michael. 1450 Twin Lakes Avenue Suite 202Bozeman, MT 59718Office · 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.
- 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 Winter. Michael works from the Bozeman, MT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2014, about 12 years. 12 years in the industry.
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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