SS
CFP
SS
CFP

Stephanie Schanken

19 Years of Experience
Dublin, OH
Broker

Stephanie Schanken is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 19 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

6767 Longshore Street, Dublin, OH, 43017

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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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Other Business Activities

Stephanie owns Stephanie Schanken Financial Services LLC since 2020, dedicating nearly full-time hours to the business. The activity is investment-related and involves Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors
April 2013 - Present · 13 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Royal Alliance Associates, INC.Broker
July 2006 - April 2009 · 2 yrs 9 mos
State Registrations24 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.