ES
CFP
ES
CFP

Elisabeth Salopeck

33 Years of Experience
Pepper Pike, OH
Broker

Elisabeth Salopeck is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pepper Pike, OH, with 33 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.

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Location

29425 Chagrin Boulevard #270, [Satellite], Pepper Pike, OH, 44122

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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.

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Other Business Activities

Elisabeth is a notary public in Ohio since January 2023, spending minimal time on this. She also has 33% ownership in Pura Vida 420 LLC DBA Pharos Financial Advisors, dedicating full-time hours to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2011 - January 2023 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2004 - January 2023 · 18 yrs 1 mo
Wachovia Securities, INC.Broker
July 1998 - April 2003 · 4 yrs 9 mos
Everen Securities, INC.Broker
September 1990 - October 1997 · 7 yrs 1 mo
Prescott, Ball & Turben, INC.Broker
October 1989 - September 1990 · 11 mos
State Registrations31 states
ALAZCACOCTDCFLGAILINKYMAMDMIMNMTNCNJNYOHPARISCTNTXUTVAVTWAWIWV
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.
Elisabeth Salopeck - Financial Advisor | TrueAdvisor