GN
CFP
GN
CFP

Gregory Nebel

27 Years of Experience
Pewaukee, WI
1 DisclosureBroker

Gregory Nebel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pewaukee, WI, 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

1166 Quail Court, Ste 310 3rd Fl, Pewaukee, WI, 53072

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History

Regulatory History (1)
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Customer Dispute
April 2009
Denied
Other Business Activities

Gregory serves as power of attorney for his spouse and is involved with the Financial Planners Association of Wisconsin as a treasurer and board member. He also owns 100% of Shorewood Financial Services LLC, dedicating nearly full-time hours to it.

Employment History
Current Registrations
Wells Fargo Advisors
September 2021 - Present · 4 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 1999 - September 2021 · 22 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 1999 - September 2021 · 22 yrs 8 mos
State Registrations18 states
AZCACOFLIAILKSLAMIMNMONCNMSCTNTXVAWI
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.