Stephanie Chaplinski-kane
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
12 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- Santander Bank, NAJan 2020 to Sep 2025
- Santander Securities, LLCJan 2020 to Sep 2025
- Cetera Investment Advisers LLCJan 2019 to Jan 2020
- Cetera Investment Services LLCJan 2019 to Jan 2020
- Frist National Bank of PaDec 2018 to Jan 2020
- LPL Financial LLCFeb 2018 to Nov 2018
- Invest Financial CorporationNov 2017 to Feb 2018
- Tdameritrade IncDec 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6284040
- Firm CRD
- 19616