Brian Konish is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Norwell, MA, with 27 years of industry experience. Brian 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
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
91 Longwater Circle, Ste 300, Norwell, MA, 02061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian has a 50% ownership stake in a rental property since 2009, dedicating minimal time. He also owns a portion of Cikon Ventures LLC and Koncentric, LLC, spending minimal time on bookkeeping and educating entrepreneurs, respectively.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations29 states
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
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