Stephen Wanvig is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Venice, FL, with 34 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
801 East Venice Ave, Unit 4, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen has several outside business activities, including 100% ownership with his spouse of Nicole's Niche Inc, serving as trustee for multiple trusts, and acting as VP of a homeowner's association. He also owns 90% of Wanvig Private Wealth Management, LLC, dedicating full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations38 states
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