TrueAdvisor
TrueAdvisor
JL
JL

Joseph Ludwinski

Wells Fargo Advisors
1 Year of Experience
Highland Village, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Joseph Ludwinski is a registered investment advisor at Wells Fargo Advisors, based in Highland Village, TX, with 1 years of industry experience. Joseph 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

1900 Fm 407, Highland Village, TX, 75077

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
October 2025 - Present · 1 yr
Wells Fargo Clearing Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
State Registrations1 state
TX
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.
More Advisors
More financial advisors in Highland Village, TX →All financial advisors in Texas →