EW
EW

Erica Weiser

27 Years of Experience
Columbus, OH
Broker

Erica Weiser is a registered investment advisor at Wells Fargo Advisors, based in Columbus, OH, with 27 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.

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Location

5025 Arlington Centre Blvd., Ste 195, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erica is a notary public in the state of Ohio, notarizing documents since 2010. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
October 2003 - January 2010 · 6 yrs 3 mos
UBS Financial Services INC.Broker
September 1998 - January 2010 · 11 yrs 4 mos
State Registrations1 state
OH
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.