# Michael Purdy

> Michael Purdy is a fee-only financial advisor at Wacker & Associates in St. James, Minnesota. Wacker & Associates reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-purdy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wacker & Associates
- **Based in:** St. James, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $180.2M across 421 accounts
- **CRD:** 2688497 (https://adviserinfo.sec.gov/individual/summary/2688497)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1995), Series 66 (2019)
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Michael Purdy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wacker & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Wacker & Associates, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Michael Purdy based?

Michael Purdy is based in St. James, Minnesota.

### Is Michael Purdy registered with the SEC?

Yes. Michael Purdy is registered as an investment adviser representative in MN (CRD 2688497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wacker & Associates manage?

Wacker & Associates reports $180.2M across 421 accounts in assets under management.

### How do I contact Michael Purdy?

Contact details aren't on file yet. Search for Wacker & Associates.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2688497): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.