Stafford Wells Advisors, Inc.

Stafford Wells Advisors, Inc. (CRD# 146570) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $30,002,700 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Stafford Wells Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Susan J. Templeton
CRD#: 1075849
Two Mid America Plaza, Suite 800, Oakbrook Terrace, IL 60181

Susan Templeton (CRD# 1075849) is an Investment Advisor Representative working at Stafford Wells Advisors, Inc. in Oakbrook Terrace, IL and has over 25 years of experience in the finance industry.

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