Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
25 years
Location
Alpine, WY
Wells Fargo Clearing
Institution
Brent Jacobs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for a combined total of 14 years before joining Wells Fargo in 2019. Outside of his advisory work, he is involved in several aviation-related ventures, including co-ownership of an aviation LLC and activities related to owning and flying aircraft. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Alpine, WY
Alpine WY
Advisors at this office
1
California · Texas · Wyoming
25 years of industry experience
Wells Fargo Clearing
2019 - Present • 7 years
Oxnard, CA
Morgan Stanley Private Bank, National Association
2015 - 2019 • 4 years
New York, NY
Morgan Stanley
2009 - 2019 • 10 years
Oxnard, CA
Citigroup Global Markets
2009 - 2009 • 1 year
Oxnard, CA
UBS Financial Services
2001 - 2009 • 8 years
Oxnard, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Alpine, WY
Ameriprise
Travis Ladner is a financial advisor with Ameriprise in Alpine, Wyoming, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Happyman, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Series 63, Series 65
Alpine, WY
Wells Fargo Advisors
Charles Wise is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2025, with prior experience at Wells Fargo Clearing and Prudential Equity Group. He is the owner of an investment-related LLC based in Fairfax, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations across various specialized planning areas.
Series 63, Series 65
Etna, WY
Robert Baird & Co.
Allen Campbell is a financial advisor with Robert Baird & Co. in Etna, Wyoming, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he is involved in a boat storage business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.
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