BU
BU

Brian Uhlinger

16 Years of Experience
Duncansville, PA
Broker

Brian Uhlinger is a registered investment advisor at Wells Fargo Advisors, based in Duncansville, PA, with 16 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

260 Convention Center Drive, Duncansville, PA, 16635

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian has a 50% ownership stake in Fair Winds Wealth Strategies, LLC since 2021. He dedicates nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2009 - October 2021 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2009 - October 2021 · 11 yrs 10 mos
State Registrations25 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.