Thomas Erb
Thomas Erb is a registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas has several business activities, including 100% ownership in Success Express Energy S Corp and Chagrin Financial Holdings Inc. He also owns 100% of Well Planned Financial LLC and dedicates about 10-20% of his time to it, and works a few hours per week as a financial advisor for Princeton Harriman Insurance Solutions.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations16 states
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