Coordinated Capital Securities
44yrs
Top advisor by experience in Kenosha
43yrs
John Fitzpatrick
Financial advisor at Wells Fargo Advisors
John Fitzpatrick has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Kenosha, Wisconsin. After a year at Prudential Equity Group, John joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 55 advisors with offices in Kenosha, and one of 51 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 2% by experience in Wisconsin
Office600 52nd Street Suite 240 2nd Floor, Kenosha, WI 53140
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
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.
Career
- May 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2025Wells Fargo Clearing Services, LLCPreviously
- Sep 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact John
Local office(262) 658-4891Ask for John. (314) 875-3000Main office · St. Louis, MO 600 52nd Street Suite 240 2nd FloorKenosha, WI 53140Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (262) 658-4891 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Fitzpatrick.
How long has John been a financial advisor?
John has been in the industry since 1983, about 43 years. Top 2% by experience in Wisconsin.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John 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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