Tracy Wells, financial advisor Ashland OH
93 score

Tracy Wells

CRD Number: 5514013
Current Firm: Whitcomb & Hess, Inc.

Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 6 years of experience in the finance industry.

Similar Advisors
John-mark Young, financial advisor Ashland OH
John-mark C. Young
CRD# 5523862
Raymond James & Associates, Inc.
Similar Advisors
Stanley Oda, financial advisor Ashland OH
Stanley Oda
CRD# 1779618
Lpl Financial LLC
Similar Advisors
Robert Danuloff, financial advisor Ashland OH
Robert W. Danuloff
CRD# 5495861
Sterne Agee Investment Advisor Services, Inc.
Company Name Location Dates Years
Whitcomb & Hess, Inc. Ashland, OH Aug 2011 - Current 6
Self-employed Wadsworth, OH Dec 1999 - Current 18
Millennial Group Akron, OH Mar 2008 - Aug 2011 3
Curves Seville, OH Mar 2007 - Dec 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Tracy L. Wells
Phone Number: 419-289-7007
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.