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Gregory Schlitter

Wells Fargo Advisors
31 Years of Experience
Wichita, KS
1 DisclosureBroker
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Gregory Schlitter is a registered investment advisor at Wells Fargo Advisors, based in Wichita, KS, with 31 years of industry experience. Gregory 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 S Main, Wichita, KS, 67202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Wells Fargo Advisors
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Wachovia Securities, LLC
January 2008 - January 2009 · 1 yr
Wachovia Securities, LLCBroker
January 2008 - January 2009 · 1 yr
A. G. Edwards & Sons, INC.
December 1997 - January 2008 · 10 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1996 - January 2008 · 11 yrs 1 mo
Prudential Securities IncorporatedBroker
August 1995 - December 1996 · 1 yr 4 mos
State Registrations30 states
ALARAZCACOFLGAILINKSKYMAMDMEMIMNMOMTNCNENMNVNYOKORSCTNTXUTWA
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.
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