Stephanie Ross
Stephanie Ross is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 10 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
10 South Wacker Drive, Suite 2960, Chicago, IL, 60606
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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
Stephanie subleases office space in Peoria, IL, dedicating minimal time to this activity. She is also the President of Stephanie Hartke Agency, Ltd, an insurance corporation awaiting final payout from State Farm before dissolution, requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Farm Vp Management CORP.Broker
State Registrations17 states
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