AP
AP

Aimee Peltier

26 Years of Experience
Spicer, MN
Broker

Aimee Peltier is a registered investment advisor at Wells Fargo Advisors, based in Spicer, MN, with 26 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

Spicer, MN

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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

Aimee is involved with several investment-related activities, including being an account signer for basketball classes, power of attorney and co-trustee for her mother, 100% ownership of ASP Inc, and 20% ownership of TrueJourney Inc. These activities require minimal time commitment, with TrueJourney Inc taking a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
September 2021 - Present · 4 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2021 - Present · 4 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2013 - September 2021 · 7 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2009 - September 2021 · 12 yrs 1 mo
Invest Financial CorporationBroker
June 1999 - August 2009 · 10 yrs 2 mos
State Registrations19 states
ARAZCAFLGAILMAMNMONDNVNYOHOKSDTXUTWAWI
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.