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CFP

Douglas Rupiper

Wells Fargo Advisors
31 Years of Experience
Coeur D'Alene, ID
Broker
View SEC Summary
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Douglas Rupiper is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Coeur D'Alene, ID, with 31 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

2100 Northwest Blvd Ste 180, Coeur D'Alene, ID, 83814

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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

Douglas owns multiple LLCs and rental properties, including commercial and residential properties, since 2019. He spends minimal time on these activities, primarily paying bills and managing rental income.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
September 2016 - November 2023 · 7 yrs 2 mos
Edward JonesBroker
August 2016 - November 2023 · 7 yrs 3 mos
Prudential Annuities Distributors, INCBroker
April 2011 - August 2016 · 5 yrs 4 mos
Capital Brokerage CorporationBroker
May 2006 - January 2011 · 4 yrs 8 mos
Planco Financial Services, LLCBroker
September 2004 - April 2006 · 1 yr 7 mos
Centaurus Financial, INC.
September 1999 - September 2004 · 5 yrs
Camden Financial ServicesBroker
September 1995 - October 1995 · 1 mo
Centaurus Financial, INC.Broker
July 1995 - September 2004 · 9 yrs 2 mos
Lazar Frederick & CompanyBroker
November 1994 - July 1995 · 8 mos
State Registrations36 states
AKALARAZCACOFLGAHIIDILINKSKYMDMIMNMOMSMTNDNENMNVNYOKORSCSDTNTXUTVAWAWVWY
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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