Merrill
47yrs
Top advisor by experience in Oak Brook
9yrs
Brian Bash
Financial advisor at Wells Fargo Advisors
Based in Oak Brook, Illinois, Brian Bash is a fiduciary financial advisor with 9 years of industry experience. Brian joined Wells Fargo Advisors in 2019, after a year at Merrill. 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 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1515 W 22nd St. Suite 525, Oak Brook, 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Dec 2018 – Jun 2019Wells Fargo Clearing Services, LLCPreviously
- Jul 2017 – Dec 2018MerrillPreviously
Questions to ask Brian
Tailored to Brian’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Brian’s local office at (630) 574-7600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Brian Bash.
How long has Brian been a financial advisor?
Brian has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian 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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