EF
CFP
EF
CFP

Ed Free

31 Years of Experience
Indianapolis, IN
Broker

Ed Free is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 31 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

115 W Washington Street, Suite 1160 S, Indianapolis, IN, 46204

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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

Ed has an inactive law license and CPA license in Indiana. He also co-owns rental property in Pawleys Island, SC, owns EWF Financial LLC, and has partial ownership in FHT Administrative Services LLC, dedicating full-time hours to these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2018 - Present · 7 yrs 9 mos
Wells Fargo Advisors
December 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2018 · 10 yrs 11 mos
Wells Fargo Clearing Services, LLC
January 2008 - December 2018 · 10 yrs 11 mos
A. G. Edwards & Sons, INC.
December 1998 - January 2008 · 9 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
March 1994 - January 2008 · 13 yrs 10 mos
State Registrations30 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.