TL
CFP
TL
CFP

Todd Lapinson

30 Years of Experience
Paramus, NJ
4 DisclosuresBroker

Todd Lapinson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 30 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.

Loading...

Location

61 S. Paramus Rd 550, 5th FL, Paramus, NJ, 07652

Get directions

History

Regulatory History (4)
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
January 2003
Settled
Customer Dispute
November 2002
Closed-No Action
Customer Dispute
March 2002
Settled
Customer Dispute
June 2001
Settled
Other Business Activities

Todd has a 33.33% ownership stake in Pronomic Wealth Management, LLC since October 2025. He dedicates about a quarter of his time, including trading hours, to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2025 - Present · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - October 2025 · 22 yrs 3 mos
Wells Fargo Advisors
July 2003 - October 2025 · 22 yrs 3 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Prudential Securities Incorporated
November 2000 - July 2003 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
November 1997 - October 2000 · 2 yrs 11 mos
Cibc OppenheimerBroker
July 1997 - November 1997 · 4 mos
Bishop, Allen, INC.Broker
October 1995 - August 1997 · 1 yr 10 mos
Duke & CO., INC.Broker
October 1995 - October 1995 · 0 mos
Maidstone Financial, INC.Broker
September 1995 - October 1995 · 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWI
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.