BB
BB

Brian Bash

8 Years of Experience
Oak Brook, IL
Broker

Brian Bash is a registered investment advisor at Wells Fargo Advisors, based in Oak Brook, IL, with 8 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

1515 W 22nd St., Suite 525, Oak Brook, IL, 60523

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 →
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2019 - Present · 6 yrs 11 mos
Wells Fargo Advisors
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2018 - June 2019 · 6 mos
Wells Fargo Clearing Services, LLC
December 2018 - June 2019 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - December 2018 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - December 2018 · 1 yr 6 mos
State Registrations38 states
ALARAZCACODCDEFLGAIAIDILINKSKYMAMDMIMNMOMSNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
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.
Brian Bash - Financial Advisor | TrueAdvisor