Todd Kohlhepp
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2026 to now
- LPL Enterprise LLCJan 2026 to Jul 2026
- DoordashJun 2025 to Jul 2026
- MathematicaFeb 2021 to Mar 2025
- Delia AssociatesJan 2021 to Feb 2021
- UnemployedApr 2020 to Dec 2020
- Stern Strategy GroupNov 2019 to Mar 2020
- G&s Business CommunicationsJul 2018 to Oct 2019
- SegalDec 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8211030
- Firm CRD
- 11025