JP
JP

Joseph Plank

12 Years of Experience
Golden Valley, MN
Broker

Joseph Plank is a registered investment advisor at Wells Fargo Advisors, based in Golden Valley, MN, 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
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

701 Xenia Avenue South, 170 Fl1, Golden Valley, MN, 55416

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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
July 2025 - Present · 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - July 2025 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - July 2025 · 8 yrs 9 mos
J.P. Morgan Securities LLCBroker
August 2013 - August 2016 · 3 yrs
State Registrations12 states
AZCACOFLIAILMDMNMONYOHTX
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.