Earl Axelson
Earl Axelson is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Earl is a trustee for Axelson Wealth Management 401k, owns Axelson Wealth Management, works as a financial advisor for Princeton Harriman Insurance Solutions, and owns rental property. He dedicates minimal time to the 401k and rental property, and a few hours per week to the insurance business.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations11 states
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