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Todd Kohlhepp

Wells Fargo Advisors Financial Network, LLC

Short Hills, NJ

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-03
  • NJ RA
    APPROVED
    Since 2026-08-03

Branch Locations

830 Morris Tpke Ste 488, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Enterprise Llc Basking Ridge NJ 01/2026 07/2026
Mathematica Princeton NJ 02/2021 03/2025
Stern Strategy Group Iselin NJ 11/2019 03/2020
G&S Business Communications New York NY 07/2018 10/2019
Segal New York NY 12/2013 06/2018
Unemployed Bridgewater NJ 04/2020 12/2020
Delia Associates Whitehouse Station NJ 01/2021 02/2021
Wells Fargo Advisors Financial Network, Llc Short Hills NJ 07/2026 Present
Doordash San Francisco CA 06/2025 07/2026
  • 01/2026 → 07/2026
    Lpl Enterprise Llc
    Basking Ridge, NJ
  • 02/2021 → 03/2025
    Mathematica
    Princeton, NJ
  • 11/2019 → 03/2020
    Stern Strategy Group
    Iselin, NJ
  • 07/2018 → 10/2019
    G&S Business Communications
    New York, NY
  • 12/2013 → 06/2018
    Segal
    New York, NY
  • 04/2020 → 12/2020
    Unemployed
    Bridgewater, NJ
  • 01/2021 → 02/2021
    Delia Associates
    Whitehouse Station, NJ
  • 07/2026 → Present
    Wells Fargo Advisors Financial Network, Llc
    Short Hills, NJ
  • 06/2025 → 07/2026
    Doordash
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02

View on SEC IAPD

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TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

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TERRANCE PATRICK MCGUIRE
KAUSHAL BHUPENDRA MAJMUDAR
Kevin R Walker
Renee OConnor
John Varghese Cholankeril
DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ
RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ
J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ
DORCHESTER ADVISORS LLC · SHORT HILLS, NJ
ESTEE ADVISORS LLC · SHORT HILLS, NJ
UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · SUMMIT, NJ

More in Short Hills, NJ

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