Jeffrey Baumhoer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Okatie, SC, with 36 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
Okatie, SC
Get directionsHistory
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 Activities
Jeffrey owns Aurora Appliance, LLC, an appliance installation and repair business, dedicating minimal time to it. He also has 100% ownership of Grand Oak Wealth Management, LLC, spending full-time hours on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Hibbard Brown & CO., INC.Broker
State Registrations9 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.