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Gina Trofimuk

31 Years of Experience
Chicago, IL
Broker

Gina Trofimuk is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 31 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

10 South Wacker Drive, Suite 2960, Chicago, IL, 60606

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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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Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2018 - June 2023 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - June 2023 · 4 yrs 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
September 2015 - July 2018 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 2015 - August 2018 · 3 yrs 4 mos
Scottrade, INC.Broker
September 2002 - April 2015 · 12 yrs 7 mos
Edward JonesBroker
December 2001 - July 2002 · 7 mos
American Express Financial Advisors INC.Broker
October 2001 - December 2001 · 2 mos
Ids Life Insurance CompanyBroker
October 2001 - December 2001 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1994 - July 2001 · 7 yrs 5 mos
State Registrations24 states
ARAZCACODCFLGAILINKSMAMDMIMONCNJNYOKORPASCTNTXWI
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.