CF
CFP
CF
CFP

Chase Fowler

3 Years of Experience
Dublin, OH
Broker

Chase Fowler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 3 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.

Loading...

Location

6767 Longshore Street, Dublin, OH, 43017

Get directions

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.

Learn about disclosures →
Other Business Activities

Chase owns 100% of CCF Wealth Management LLC. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
May 2016 - December 2016 · 7 mos
Ameriprise Financial Services, INC.Broker
December 2015 - December 2016 · 1 yr
State Registrations13 states
AZCAGAILINKYMNNCNJNYOHORTN
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.