AF
CFA
AF
CFA

Andrew Fitzpatrick

16 Years of Experience
Kenosha, WI
Broker

Andrew Fitzpatrick is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Kenosha, WI, with 16 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 →
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
August 2013 - May 2025 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - May 2025 · 11 yrs 9 mos
Jpmorgan Fleming Asset Management
March 2001 - January 2005 · 3 yrs 10 mos
State Registrations16 states
AZCACOFLIAILKSMAMDNCNJNMOKPASCWI
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.