Brian Placke
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2025 to now
- Guardian Life Insurance CompanyOct 2024 to Jan 2025
- Park Avenue SecuritiesOct 2024 to Jan 2025
- Tomasso MortgageMay 2024 to Jan 2025
- Gulfside LendingJan 2024 to Feb 2024
- Block AdvisorsDec 2023 to Jan 2025
- UnemployedOct 2023 to Nov 2023
- Crews Bank and TrustSep 2023 to Oct 2023
- First Federal BankFeb 2023 to Aug 2023
- Citizens Bank, NAAug 2021 to Feb 2023
- Lake Michigan Credit UnionJan 2018 to Jul 2021
- TD AmeritradeFeb 2017 to Jan 2018
- Charles Schwab & Co., IncSep 2012 to Feb 2017
- Charles Schwab BankSep 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5851523
- Firm CRD
- 11025