Tae Moon, financial advisor Milwaukee WI
93 score

Tae Moon

CRD Number: 5600254
Current Firm: Wells Fargo Advisors, LLC

Tae Moon (CRD# 5600254) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Milwaukee, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Feasterville Trevose, PA Jul 2011 - Current 5
Wells Fargo Bank Na Feasterville Trevose, PA Jun 2011 - Current 5
Hsbc Rowland Heights, CA Jun 2010 - Jun 2011 1
Wells Fargo Buena Park, CA Nov 2007 - May 2010 2
Wells Fargo Investments, LLC Buena Park, CA Nov 2007 - May 2010 2
Unemployed La Mirada, CA Oct 2007 - Nov 2007 < 1
Signature Resources Irvine, CA May 2007 - Oct 2007 < 1
California State University Fullerton Fullerton, CA Jan 2004 - May 2007 3
Metlife Irvine, CA Oct 2006 - Jan 2007 < 1
Bank Of America Buena Park, CA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Tae K. Moon
Phone Number: 314-875-3000
Registered State(s):
  • MN
  • PA
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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