Ted Chartier is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Leawood, KS, with 23 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
3400 College Blvd, Suite 100, Leawood, KS, 66211
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Regulatory History
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
Ted has several business activities including ownership in FCS Holdings, Chartier, Inc, Nextgen Prep, FCS Real Estate, rental property, Chartier Ranch LLC, and as a digital creator for Meta. Ted spends nearly full-time hours on FCS Holdings, minimal time on Chartier, Inc, FCS Real Estate, rental property, Chartier Ranch LLC, and Meta, and no time on Nextgen Prep.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations44 states
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