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Advisors / California / Irvine
39yrs

Blanche Zelko

Financial advisor at Wells Fargo Advisors

Based in Irvine, California, Blanche Zelko is a fiduciary financial advisor with 39 years of industry experience. Blanche joined Wells Fargo Advisors in 2009, after less than a year at Morgan Stanley and nine years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.

Irvine, CA 92618Top 3% by experience in IrvineFiduciary advisor
Call the officeDirections

At a glance

Experience39 years (since 1987)
How that compares ?Top 3% by experience in Irvine
Office400 Spectrum Center Dr Suite 2160, Irvine, CA 92618
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
  2. Jun 2009 – Jun 2009
    Morgan StanleyPreviously
  3. 2000 – 2009

Questions to ask Blanche

Tailored to Blanche’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Blanche

How do I contact Blanche?

Call Blanche’s local office at (949) 266-0420 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Blanche Zelko.

How long has Blanche been a financial advisor?

Blanche has been in the industry since 1987, about 39 years. Top 3% by experience in Irvine.

What licenses does Blanche hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Blanche a fiduciary?

Blanche is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Blanche paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Blanche for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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