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Rachel Okorn

Wells Fargo Advisors
7 Years of Experience
Ashtabula, OH
1 DisclosureBroker
View SEC Summary
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Rachel Okorn is a registered investment advisor at Wells Fargo Advisors, based in Ashtabula, OH, with 7 years of industry experience. Rachel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

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

3705 State Road Suite 100, [Satellite], Ashtabula, OH, 44004

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2001
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Employment History
Current Registrations
Wells Fargo Advisors
June 2026 - Present · 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Edward Jones
October 2022 - June 2026 · 3 yrs 8 mos
Edward JonesBroker
September 2022 - June 2026 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
November 2010 - June 2011 · 7 mos
Strategic Advisers, INC.
November 2007 - September 2009 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
February 2007 - September 2009 · 2 yrs 7 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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