JW
JW

John Witt

36 Years of Experience
Oak Brook, IL
Broker

John Witt is a registered investment advisor at Wells Fargo Advisors, based in Oak Brook, IL, 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
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

2625 Butterfield Rd, Ste 300, Oak Brook, IL, 60523

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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

John has 100% ownership of Witt Wealth Management since 2016 and holds a WF Finet practice. This activity is investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2016 - Present · 9 yrs 11 mos
Wells Fargo Advisors
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2008 - June 2016 · 8 yrs 3 mos
UBS Financial Services INC.
March 2008 - June 2016 · 8 yrs 3 mos
Citigroup Global Markets INC.
August 2001 - March 2008 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
July 2001 - March 2008 · 6 yrs 8 mos
Fidelity Brokerage Services LLCBroker
March 1990 - July 2001 · 11 yrs 4 mos
State Registrations17 states
AZCACOFLIAILLAMAMDMIMONCNJNVSDTNTX
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.
John Witt - Financial Advisor | TrueAdvisor