Henry Wepner is a registered investment advisor at Wells Fargo Advisors, based in Newton, NC, with 9 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
110 S College Ave, 1st Floor, Newton, NC, 28658
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry has a 33.33% ownership in Covered Bridge Wealth Management LLC since January 2023, but dedicates no time to it. He also serves as Treasurer for the Newton Depot Authority, spending minimal time attending meetings, reviewing reports, and volunteering.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 states
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