BS
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Brian Stilwell
33 Years of Experience
Westlake Village, CA
1 DisclosureBroker
Brian Stilwell is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 33 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
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2003Settled
Other Business Activities
Brian has 100% ownership of Bingdom Enterprises Corporation, transitioning to Finet. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2024 · 13 yrs 9 mos
Wells Fargo Advisors
January 2011 - October 2024 · 13 yrs 9 mos
Wells Fargo Investments, LLC
July 2009 - January 2011 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
July 2009 - January 2011 · 1 yr 6 mos
Chase Investment Services CORP.
May 2009 - July 2009 · 2 mos
Chase Investment Services CORP.Broker
May 2009 - July 2009 · 2 mos
Wamu Investments, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Wamu Investments, INC.Broker
May 1998 - May 2009 · 11 yrs
Great Western Financial Securities CorporationBroker
April 1993 - May 1998 · 5 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
September 1992 - April 1993 · 7 mos
Equico Securities, INC.Broker
September 1992 - April 1993 · 7 mos
State Registrations9 states
CACOFLMTNVNYORSCWA
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.