Chad Quamme is a registered investment advisor at Wells Fargo Advisors, based in Fargo, ND, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
406 Main Avenue 250, 2nd Fl, Fargo, ND, 58103
Get directionsHistory
Regulatory History (3)
Financial
June 2021Judgment / Lien
June 2021Judgment / Lien
March 2021Other Business Activities
Chad has ownership stakes in One Wealth LLC and O Capital LLC, both investment-related, and spends full-time hours on each. He also has an ownership stake in Onewealth Financial LLC, doing business as Onewealth LLC, and spends full-time hours on this as well.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Dougherty & Company LLC
Dougherty & Company LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations14 states
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