Thomas Bongard is a registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, 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
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
1715 W Paradise Drive, Ground Fl, West Bend, WI, 53095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas has ownership stakes in Heritage Private Wealth LLC and Bongard Asset Management, LLC. He spends a few hours per week on each of these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations51 states
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