AG
CFP
AG
CFP

Andrew Grahn

9 Years of Experience
Edwardsville, IL
Broker

Andrew Grahn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Edwardsville, IL, with 9 years of industry experience. Andrew 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

100 E Park St, [Satellite], Edwardsville, IL, 62025

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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 Advisors
October 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
July 2019 - September 2024 · 5 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2019 - September 2024 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC
October 2017 - July 2019 · 1 yr 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - July 2019 · 2 yrs 1 mo
State Registrations1 state
IL
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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