Brock
Weimer
Wells Fargo Investment Institute, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brock Weimer is a financial advisor operating in Saint Louis, Missouri with 1 year of relevant experience. Weimer works at Wells Fargo Investment Institute, Inc. The advisor has gained experience at Edwardsville High School, Slagle Financial, LLC, Ups, Southern Illinois University Edwardsville, Edwardsville School District and Wells Fargo Investment Institute, Inc. Weimer holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Missouri. Wells Fargo Investment Institute, Inc is an advisory company headquartered in Charlotte, NC. The firm has offices in 38 locations and a total of 264 financial advisors. It has $38 billion in assets across its 24,240 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 289 charities and foundations. Of its 24,240 accounts, 94% belong to high-net-worth clients who have at least $1 million in assets. Wells Fargo Investment Institute, Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely vary depending on which service is provided. Fees charged by Wells Fargo Investment Institute, Inc most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Brock Weimer Work History
Brock has been registered as a financial advisor for 1 years.*
Wells Fargo Investment Institute, Inc
Slagle Financial, LLC
Edwardsville High School
Ups
Edwardsville High School
Southern Illinois University Edwardsville
Edwardsville School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brock Weimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wells Fargo Investment Institute, Inc
Beverly Hills, CA
Charlotte, NC
Dallas, TX
Denver, CO
Jacksonville, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
