IP
IP

Ignatius Permadi

29 Years of Experience
Westlake, OH
1 DisclosureBroker

Ignatius Permadi is a registered investment advisor at Wells Fargo Advisors, based in Westlake, OH, with 29 years of industry experience. Ignatius 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.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 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

226 Crocker Park Blvd Ste 200, Westlake, OH, 44145

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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
December 2004
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
September 2019 - Present · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Wells Fargo Advisors
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - September 2019 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - September 2019 · 9 yrs 9 mos
UBS Financial Services INC.
February 2003 - December 2009 · 6 yrs 10 mos
UBS Financial Services INC.Broker
February 2003 - December 2009 · 6 yrs 10 mos
Prudential Securities IncorporatedBroker
January 1998 - February 2003 · 5 yrs 1 mo
1st Cleveland Securities CORPBroker
December 1996 - February 1998 · 1 yr 2 mos
State Registrations19 states
CACODEFLGAHIILINLAMINCNJNYOHPATNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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