EP
EP
Edward Puglise
25 Years of Experience
Decatur, IN
1 DisclosureBroker
Edward Puglise is a registered investment advisor at Wells Fargo Advisors, based in Decatur, IN, with 25 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
Decatur, IN
Get directionsHistory
Regulatory History (1)
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Criminal
February 1994Final Disposition
Other Business Activities
Edward is a business owner, though the nature of the business is not specified. He is also a Finance Committee Member for Puglise, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
June 2000 - September 2025 · 25 yrs 3 mos
Ids Life Insurance CompanyBroker
June 2000 - July 2006 · 6 yrs 1 mo
Ameriprise Financial Services, LLC
June 2000 - September 2025 · 25 yrs 3 mos
State Registrations32 states
ALARAZCACOCTFLGAIAIDILINKSKYMDMIMNMONCNHNVNYOHORPASCTNTXUTVAWAWI
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.