Brian Konop, financial advisor Mequon WI
96 score

Brian Konop

CRD Number: 4499603
Current Firm: Wells Fargo Clearing Services, LLC

Brian Konop (CRD# 4499603) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mequon, WI and has over 16 years of experience in the finance industry. Brian Konop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Milwaukee, WI Nov 2016 - Current 1
Wells Fargo Advisors LLC Milwaukee, WI Jan 2011 - Nov 2016 5
Wells Fargo Investments, LLC Milwaukee, WI Jan 2008 - Jan 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Brian J. Konop
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • WI
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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