CT
CT

Christopher Tapak

24 Years of Experience
Indianapolis, IN
Broker

Christopher Tapak is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 24 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

115 W Washington Street, Suite 1160 S, Indianapolis, IN, 46204

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

Christopher owns Custom Homes by Chris, a residential construction business, dedicating about 10-20% of his time. He also has partial ownership in FHT Administrative Services LLC and serves as a trustee for the FHT Administrative Services LLC 401k, but spends minimal time on these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors
November 2009 - Present · 16 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
June 2006 - December 2009 · 3 yrs 6 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
June 2006 - December 2009 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.
May 2001 - July 2006 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
April 2001 - July 2006 · 5 yrs 3 mos
State Registrations33 states
ALAZCACODCFLGAIAILINKSKYLAMAMIMNMOMTNCNENJNMNYOHOKORPASCTNTXVAWAWI
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.
Christopher Tapak - Financial Advisor | TrueAdvisor