RBC Capital Markets
46yrs
Top advisor by experience in Fort Collins
5yrs
Michael Wolnick
Financial advisor at Edward Jones
Michael Wolnick has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Fort Collins, Colorado. Michael joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 351 advisors with offices in Fort Collins, and one of 326 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office4532 McMurry Ave Suite 205, Fort Collins, CO 80525
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 – nowEdward JonesCurrent firm
Contact Michael
Local office(970) 837-2065Ask for Michael. (314) 515-2000Main office · St. Louis, MO 4532 McMurry Ave Suite 205Fort Collins, CO 80525Office · Get directions
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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 Michael’s local office at (970) 837-2065 or the Edward Jones main office at (314) 515-2000, and ask for Michael Wolnick.
How long has Michael been a financial advisor?
Michael has been in the industry since 2022, about 5 years. 5 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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