TA
CFP
TA
CFP

Thomas Ansel

18 Years of Experience
Scottsdale, AZ
Broker

Thomas Ansel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 18 years of industry experience. Thomas 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255

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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

Thomas owns rental property in Phoenix, Arizona since 2025. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2019 - Present · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - March 2019 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - March 2019 · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
December 2007 - September 2012 · 4 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2007 - September 2012 · 4 yrs 11 mos
State Registrations22 states
AZCACOFLGAIAIDILMAMIMNMSNJNMNYOHOKSDTNTXUTWA
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.
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