Loretta Chiofolo
Loretta Chiofolo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenwood Village, CO, with 42 years of industry experience. Loretta is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6465 Greenwood Plaza Blvd Suite 360, [Satellite], Greenwood Village, CO, 80111
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Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Loretta works for American Portfolios Advisors, Inc. as an RIA, dedicating about 10-20% of her time to advisory services. She also sells fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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