Kim C. Michalak,  CFP<sup>&reg;</sup> - Financial Advisor

Kim C. Michalak, CFP®

CRPC®

Vice President - Investment Officer

Wells Fargo Advisors

500 Plum St, 5th Floor
Syracuse, NY 13204
FINANCIAL ADVISOR'S WEBSITE
(800) 448-5773
(315) 474-9243

General

Kim Michalak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors in Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor® (CRPC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer


Helpful Financial Planning Resources