JB
JB

Joanne Basile

42 Years of Experience
Minneapolis, MN
Broker

Joanne Basile is a registered investment advisor at Wells Fargo Advisors, based in Minneapolis, MN, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

90 South 7th St, Minneapolis, MN, 55402

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 22 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2003 - Present · 22 yrs 10 mos
Wells Fargo Advisors
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
June 1990 - July 2003 · 13 yrs 1 mo
First Investors CorporationBroker
February 1984 - June 1990 · 6 yrs 4 mos
First Investors CorporationBroker
February 1984 - June 1990 · 6 yrs 4 mos
State Registrations6 states
ARFLINMNNJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Joanne Basile - Financial Advisor | TrueAdvisor