Anthony Burgard
Anthony Burgard is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Katy, TX, with 21 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
5622 3rd St, Katy, TX, 77493
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2015Other Business Activities
Anthony owns rental property in Galveston, TX since 2018. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations6 states
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
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