Samir Patel is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Milwaukee, WI, with 13 years of industry experience. Samir 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
111 East Kilbourn Avenue 23rd Fl, [Gt-Rbo], Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
LPL Financial LLC
LPL Financial LLCBroker
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Morgan Stanley
Morgan StanleyBroker
Raymond James Financial Services, INC.Broker
State Registrations53 states
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
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