William Wubbena
William Wubbena is a registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 6 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
3500 John F Kennedy Parkway, Suite 300, Fort Collins, CO, 80525
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Regulatory History
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 →Other Business ActivitiesSells Insurance
William operates RL Farmer Wealth Strategies, LLC as a DBA for his LPL business since 2021. He is also an insurance broker since 2022, dedicating a few hours per week to non-variable insurance sales, and owns 100% of Techlife LLC, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations10 states
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