Phillip Faso is a registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 4 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
120 N Main St, Ste 250, West Bend, WI, 53095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip works as a Wealth Advisor Associate for Ergawealth Advisors, dedicating about a quarter of his time. He also works as an Administrative Assistant for Ergawealth Advisors, Inc., spending about a quarter of his time assisting with financial planning and asset management. Additionally, Phillip works as a bartender at Dino's Food and Liquors for minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Cetera Investment Advisers LLC
Ergawealth Advisors, INC.
Cetera Advisors LLCBroker
Cetera Advisors LLC
Wintrust Investments
Wintrust Investments LLCBroker
State Registrations10 states
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