GP
CFP
GP
CFP

Gary Plessl

25 Years of Experience
Allentown, PA
Broker

Gary Plessl is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, 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

3570 Hamilton Blvd, Suite 101 1st Fl, Allentown, PA, 18103

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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

Gary owns real estate properties and a business. He also does tax preparation and referees local basketball games, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
January 2026 - Present · 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2016 - January 2026 · 9 yrs 4 mos
Ameriprise Financial Services, LLC
September 2016 - January 2026 · 9 yrs 4 mos
LPL Financial LLC
June 2008 - September 2016 · 8 yrs 3 mos
LPL Financial LLCBroker
June 2008 - September 2016 · 8 yrs 3 mos
Wachovia Securities, LLC
December 2004 - July 2008 · 3 yrs 7 mos
Wachovia Securities, LLCBroker
December 2004 - July 2008 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
April 2003 - December 2004 · 1 yr 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - April 2003 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - April 2003 · 3 yrs 1 mo
State Registrations19 states
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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.