RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
5yrs
Robert Chen
Financial advisor at Wells Fargo Advisors
Robert Chen has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Minneapolis, Minnesota. Robert has been with Wells Fargo Advisors since 2023; before that, Robert spent a year at Fidelity Personal and Workplace Advisors. 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 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office90 S 7th St 10th & 11th FLS [Gj-Rbo], Minneapolis, MN 55402
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 66Uniform Combined State Law Examination
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- Dec 2022 – Jul 2023Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2021 – Sep 2022Wells Fargo Clearing Services, LLCPreviously
Contact Robert
Local office(612) 667-0654Ask for Robert. (314) 875-3000Main office · St. Louis, MO 90 S 7th St 10th & 11th FLS [Gj-Rbo]Minneapolis, MN 55402Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (612) 667-0654 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Chen.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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