BS
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Bethany Strunk

19 Years of Experience
Cincinnati, OH
1 DisclosureBroker

Bethany Strunk is a registered investment advisor at Wells Fargo Advisors, based in Cincinnati, OH, with 19 years of industry experience. Bethany 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

255 E 5th St Ste 1400, Cincinnati, OH, 45202

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2016
Employment History
Current Registrations
Wells Fargo Advisors
May 2018 - Present · 8 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2011 - May 2016 · 4 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2010 - September 2011 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations36 states
AKARAZCACOCTDCFLGAILINKYMAMEMIMNMOMSMTNCNHNJNVNYOHOKORPASCTNTXUTVAWAWIWV
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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