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Advisors / Illinois / Oakbrook
20yrs

Joseph Sutton

Financial advisor at Wells Fargo Advisors

Joseph Sutton is a fiduciary financial advisor in Oakbrook, Illinois, with 20 years in the industry. After two years at A. G. Edwards & Sons, Joseph joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Joseph holds the CFP® designation.

One of 36 advisors with offices in Oakbrook, and one of 33 fiduciaries.

Oakbrook, IL 60523CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office1515 W 22nd St Suite 550w, Oakbrook, IL 60523
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.

Designations

CFP®

Licenses

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

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. 2008 – 2024
  3. Jun 2006 – Jan 2008
    A. G. Edwards & Sons, Inc.Previously

Questions to ask Joseph

Tailored to Joseph’s registration and firm.

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

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Joseph

How do I contact Joseph?

Call Joseph’s local office at (630) 574-7600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Joseph Sutton.

How long has Joseph been a financial advisor?

Joseph has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.

What licenses does Joseph hold?

Series 66. Tap any license on this page to see what it allows.

Is Joseph a fiduciary?

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

How is Joseph paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Joseph 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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