Wells Fargo Advisors
43yrs
Top advisor by experience in Gloversville
18yrs
Based in Gloversville, New York, Steffen Hellert is a fiduciary financial advisor with 18 years of industry experience. Steffen joined Wells Fargo Advisors in 2021, after less than a year at Key Investment Services and five years at LPL Financial. Steffen holds the CFP® designation.
One of 9 advisors with offices in Gloversville, and one of 7 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in New York
Office196 2nd Ave, Gloversville, NY 12078
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- Sep 2016 – Dec 2016Key Investment Services LLCPreviously
- 2011 – 2016LPL Financial LLCPreviously
- Aug 2008 – May 2010
Questions to ask Steffen
Tailored to Steffen’s registration and firm.
- 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 Steffen
How do I contact Steffen?
Call Wells Fargo Advisors at 314-875-3000 and ask for Steffen Hellert. Steffen works from the Gloversville, NY office.
How long has Steffen been a financial advisor?
Steffen has been in the industry since 2008, about 18 years. More experience than 57% of advisors in New York.
What licenses does Steffen hold?
Series 66. Tap any license on this page to see what it allows.
Is Steffen a fiduciary?
Steffen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steffen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steffen 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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