Michael Allegri is a Financial Advisor/Managing Principal, advising successful business owners and professionals. His clients receive investment, retirement
and estate investment planning guidance, emphasizing personal client service.
Background and experience
There is no substitute for knowledge and experience when addressing the financial challenges of a closely held business. Mike Allegri is a financial advisor with Wells Fargo Advisors Financial Network. With more than 20 years’ experience as an entrepreneur and health care professional, he became a financial advisor to help solve complex financial issues, allowing the entrepreneur to concentrate on running their business. Investing is a serious venture and should begin with an approach intended at getting the investor closer to their chosen. goal. This is why Mike works with his clients to develop an investment plan. A plan focuses attention on those actions that methodically moves the client closer to their objective. A plan is critical when investing. Mike is from Kansas City, graduated Rockhurst High School, Kansas State University, obtained his MBA from Baker University and has been awarded the Accredited Asset Management Specialist designation by the College for Financial Planning.
• Masters of Business Administration from Baker University
• Bachelors of Science degree from Kansas State University
• Accredited Asset Management Specialist
• Health Care Financial Management Association
• American College of Health Care Executives
• Miami County Business Recruitment Committee
• Miami County Micro - Loan Committee
• East Central Kansas Micro - Loan Committee
• Kansas City Rowing Club
About Wells Fargo Advisors
For 20 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. As of January 1, 2020, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,320 owners and advisors in 602 practices administering over $125 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, a separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. wfafinet.com
Michael Allegri, AAMS®, MBA
3715 Beck Rd. Building A, Suite 102 | Saint Joseph, Missouri, 64506 Phone: 816-233-8021 | Fax: 816-259-3703
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member FINRA/SIPC a registered broker dealer and non bank affiliate of Wells Fargo and Company. WFAFN uses the trade name Wells Fargo Advisors. ©2017 Wells Fargo Clearing Services, LLC (WFCS, LLC). All rights reserved.
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