EF
CFP
EF
CFP

Edward Fitzpatrick

25 Years of Experience
Kenosha, WI
Broker

Edward Fitzpatrick is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Kenosha, WI, 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.

Loading...

Location

600 52nd Street, Suite 240 2nd Floor, Kenosha, WI, 53140

Get directions

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.

Learn about disclosures →
Other Business Activities

Edward is an author of fiction tales, specifically "World War II Romance", since 2014. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
July 2003 - May 2025 · 21 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2025 · 21 yrs 10 mos
Prudential Securities Incorporated
May 2001 - July 2003 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
August 2000 - July 2003 · 2 yrs 11 mos
State Registrations17 states
AZCACOFLIAILKSMAMDNCNJNMOKPASCTXWI
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.
Edward Fitzpatrick - Financial Advisor | TrueAdvisor