GH
CFP
GH
CFP
Gregory Hoelzel
35 Years of Experience
Mammoth Lakes, CA
1 DisclosureBroker
Gregory Hoelzel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mammoth Lakes, CA, with 35 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Mammoth Lakes, CA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008Settled
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2013 - May 2025 · 11 yrs 6 mos
Wells Fargo Advisors
November 2013 - May 2025 · 11 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2013 · 4 yrs 6 mos
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
April 2001 - April 2008 · 7 yrs
UBS Financial Services INC.Broker
March 2001 - April 2008 · 7 yrs 1 mo
Dean Witter Reynolds INC.Broker
May 1991 - March 2001 · 9 yrs 10 mos
State Registrations16 states
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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.
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