GJ
GJ

Gene Schraeder

47 Years of Experience
Collegeville, PA
BrokerSells Insurance

Gene Schraeder is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 47 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

555 Second Avenue, Suite D-300, Collegeville, PA, 19426

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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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Other Business ActivitiesSells Insurance

Gene works as a financial advisor at Princeton Harriman Insurance Solutions, providing insurance solutions to clients and prospects. This activity requires a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2023 · 15 yrs
Wells Fargo Clearing Services, LLC
January 2008 - January 2023 · 15 yrs
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
September 1978 - January 2008 · 29 yrs 4 mos
State Registrations13 states
CACODEFLGAMDMEMINCNJNYPASC
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.
Gene Schraeder - Financial Advisor | TrueAdvisor