BP
CFP
BP
CFP
Brian Placke
7 Years of Experience
Fort Myers, FL
1 DisclosureBroker
Brian Placke is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 7 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
22107 Elmira Boulevard Suite A, [Satellite], Fort Myers, FL, 33952
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2018Denied
Employment History
Current Registrations
Wells Fargo Advisors
February 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Park Avenue Securities LLCBroker
October 2024 - January 2025 · 3 mos
TD Ameritrade Investment Management, LLC
March 2017 - January 2018 · 10 mos
TD Ameritrade, INC.
March 2017 - January 2018 · 10 mos
TD Ameritrade, INC.Broker
March 2017 - January 2018 · 10 mos
Charles Schwab & CO., INC.
October 2012 - February 2017 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
October 2012 - February 2017 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - February 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - February 2012 · 1 yr 4 mos
State Registrations36 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.