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Brett Leschack

11 Years of Experience
Red Bank, NJ
Broker

Brett Leschack is a registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 11 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

331 Newman Springs Road Building 3 Suite 330, [Satellite], Red Bank, NJ, 07701

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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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Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
October 2015 - March 2025 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2015 - March 2025 · 9 yrs 6 mos
AXA Advisors, LLCBroker
March 2013 - February 2014 · 11 mos
State Registrations45 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.
Brett Leschack - Financial Advisor | TrueAdvisor