Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
27yrs
Eric Pagel
Financial advisor at Wells Fargo Advisors
Based in Tacoma, Washington, Eric Pagel is a fiduciary financial advisor with 27 years of industry experience. Eric has been with Wells Fargo Advisors since 2026. 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 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Washington
Office1201 Pacific Ave, Tacoma, WA 98402
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 ?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
- Jul 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Eric
Local office(253) 272-7700Ask for Eric. (314) 875-3000Main office · St. Louis, MO 1201 Pacific AveTacoma, WA 98402Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (253) 272-7700 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Pagel.
How long has Eric been a financial advisor?
Eric has been in the industry since 1999, about 27 years. Top 21% by experience in Washington.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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