EK
CFP
EK
CFP

Erich Krzyzak

7 Years of Experience
Orlando, FL
Broker

Erich Krzyzak is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 7 years of industry experience. Erich is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

800 N Magnolia Ave Ste 1401, Orlando, FL, 32803

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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
January 2019 - Present · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - Present · 7 yrs 10 mos
State Registrations29 states
ALAZCACOCTDEFLGAIAILINMAMDMNMOMSNCNJNMNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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