Walter Meanwell
Walter Meanwell is a registered investment advisor at Wells Fargo Advisors, based in Madison, WI, with 40 years of industry experience. Walter 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
1200 John Q Hammons Dr; Suite 501, Madison, WI, 53717
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2006Customer Dispute
March 2001Customer Dispute
June 1995Other Business Activities
Walter is co-trustee for his mother's trust and has ownership in several LLCs related to investments. He also serves as treasurer for Bike Parks for Kids Foundation and has 35% ownership in Madison Wealth Management LLC, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations36 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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