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Tracy Weidman

23 Years of Experience
Chicago, IL
Broker

Tracy Weidman is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, 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
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.

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Location

320 South Canal Street, Suite 2975, Chicago, IL, 60606

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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.

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Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2024 · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2024 · 15 yrs 3 mos
Citigroup Global Markets INC.
May 2006 - June 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
January 2003 - June 2009 · 6 yrs 5 mos
State Registrations45 states
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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.
Tracy Weidman - Financial Advisor | TrueAdvisor