Stephen Wiedemann
Stephen Wiedemann is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 34 years of industry experience. Stephen 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.
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
520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2026Customer Dispute
June 2013Customer Dispute
March 1994Other Business Activities
Stephen owns rental property in Park City, UT since 2022. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations34 states
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
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