AW
CFP
AW
CFP

Alan Weber

11 Years of Experience
Mt. Pleasant, IA
Broker

Alan Weber is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mt. Pleasant, IA, with 11 years of industry experience. Alan 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 S Cherry St #3, Mt. Pleasant, IA, 52641

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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 Clearing Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
September 2015 - June 2022 · 6 yrs 9 mos
Edward JonesBroker
June 2015 - June 2022 · 7 yrs
State Registrations33 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.
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