CB
CFP
CB
CFP

Connor Brandeen

4 Years of Experience
Baltimore, MD
Broker

Connor Brandeen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Baltimore, MD, with 4 years of industry experience. Connor 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 Light Street, 13th Floor, Baltimore, MD, 21202

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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 Financial Network, LLCBroker
June 2026 - Present · 4 mos
Wells Fargo Advisors
June 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2026 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
July 2024 - March 2025 · 8 mos
Fidelity Brokerage Services LLCBroker
July 2024 - June 2026 · 1 yr 11 mos
UBS Financial Services INC.
March 2024 - June 2024 · 3 mos
UBS Financial Services INC.Broker
January 2024 - June 2024 · 5 mos
Allianz Life Financial Services, LLCBroker
January 2022 - October 2023 · 1 yr 9 mos
State Registrations15 states
AZDCDEFLMDMNNCNHNJNYPASCTXVAWV
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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