David Stepanek is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns 100% of Blue Ocean Advisors LLC, dedicating full-time hours to the investment-related business. He also serves as trustee for his deceased father's trust, owns Liquid Limo LLC (a charter boat business), and rental property, each requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blue Ocean Advisors, LLC
Athena Capital Partners, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations27 states
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