Crystal Wipperfurth, financial advisor Dodgeville WI
90 score

Crystal Wipperfurth

CRD Number: 5933394
Current Firm: Wells Fargo Advisors, LLC

Crystal Wipperfurth (CRD# 5933394) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dodgeville, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Stoughton, WI Oct 2014 - Current 2
Ubs Financial Services Inc. Wayzata, MN May 2011 - Oct 2014 3
The Fireside Dinner Theater Fort Atkinson, WI Sep 2010 - May 2012 1
Ssp America - The Great Dane Madison, WI Feb 2010 - Sep 2010 < 1
Chili's Bar & Grill Madison, WI Jan 2009 - Feb 2010 1
Uno Chicago Grill Madison, WI Apr 2008 - Jan 2009 < 1
Chili's Bar & Grill Madison, WI Nov 2006 - Apr 2008 1
5 & Diner Sun Prairie, WI May 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Crystal J. Wipperfurth
Phone Number: 314-875-3000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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