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Christopher Stewart

29 Years of Experience
Wayzata, MN
Broker

Christopher Stewart is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 29 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

315 Manitoba Avenue, Ste 300, Wayzata, MN, 55391

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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

Christopher has multiple real estate investments and ownership stakes in various LLCs and partnerships, including T West C LLC, Corvuso Partnership LLP, and Melrose Place II LLC. He also has ownership in BSV Financial Partners LLC and CDS 315 LLC, dedicating significantly more than full-time hours to these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 6 mos
Wells Fargo Advisors
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2004 - January 2021 · 16 yrs 8 mos
Wells Fargo Clearing Services, LLC
May 2004 - January 2021 · 16 yrs 8 mos
UBS Financial Services INC.
March 2003 - June 2004 · 1 yr 3 mos
UBS Financial Services INC.Broker
April 1997 - June 2004 · 7 yrs 2 mos
Montano Securities CorporationBroker
August 1994 - February 1995 · 6 mos
State Registrations20 states
AZCACOFLIAILINMDMNMONCNVNYOHORSCSDTXWAWI
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.
Christopher Stewart - Financial Advisor | TrueAdvisor