CF
CFP
CF
CFP

Chase Fowler

4 Years of Experience
Dublin, OH
Broker

Chase Fowler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 4 years of industry experience. Chase is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

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

6767 Longshore Street, Dublin, OH, 43017

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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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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 · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs 3 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 Registrations14 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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