BC
CFP
BC
CFP

Brian Corbett

18 Years of Experience
Mankato, MN
Broker

Brian Corbett is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mankato, MN, with 18 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

3 Civic Center Plaza Suite 200, [Satellite], Mankato, MN, 56001

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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

Brian owns Six Eight Properties, LLC (rental property), Corbett & Caperoon Wealth Management, LLC (finet practice), and rental property in Hilton Head Island. He spends minimal time on the rental properties and a few hours per week on Corbett & Caperoon Wealth Management, LLC.

Employment History
Current Registrations
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - June 2022 · 11 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - June 2022 · 11 yrs 5 mos
Wells Fargo Investments, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Investments, LLCBroker
February 2008 - January 2011 · 2 yrs 11 mos
State Registrations24 states
AZCACOFLGAIAILINKSMNMONENVNYORSCSDTNTXUTVAWAWIWY
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.
Brian Corbett - Financial Advisor | TrueAdvisor