Ted Lynn Chartier

Ted Lynn Chartier is a CFP® financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in Leawood, KS. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 13 years of reported work history. Reported roles include UBS Financial Services Inc.

SEC disclosures list additional business and community activities: Fcs Holdings: Chartier, inc; investment related; leawood,ks; 100% ownership; start 6/23/2020; number of hours per month 4; number of hours during trading 0; holding company for finet practice; Nextgen prep, llc; not investment related; kansas city,mo; 80% ownership with spouse; start 1/6/2021; number of hours per month 0; number of hours during trading 0; early childhood learning center.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.