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George Adam Wells

Advisor at Charles Schwab — Newton, IA

Updated today

Credentials

Series 65, Series 63

Experience

9 years

Location

Newton, IA

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,774

Across 754 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

George Wells is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company before joining Charles Schwab in 2020. Outside of his advisory role, he creates and posts videos on TikTok focusing on religious and political topics, unrelated to finance or investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Newton, IA

Newton IA

Advisors at this office

1

Most active in

Iowa

Work history

9 years of industry experience

Charles Schwab

2020 - Present • 6 years

Newton, IA

Usaa Investment Management Company

2018 - 2020 • 2 years

Colorado Springs, CO

USAA Finanical Advisors Inc

2017 - 2020 • 3 years

Colorado Springs, CO

USAA Finanical Planning Services

2013 - 2020 • 7 years

Colorado Springs, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Amy D

Series 66

Newton, IA

Wealth Enhancement Advisory Services, LLC

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Deborah J

Series 63, Series 65

Newton, IA

OSAIC

Deborah Jackson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been associated with Royal Alliance Associates since 2016. Outside of her advisory role, she is involved with the Lutheran Women Mission League, serving in leadership roles to coordinate fundraising and community support activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on diversified portfolio construction using a range of investment vehicles and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Mitch S

Series 66

Prairie City, IA

Edward Jones

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
user avatar

Kevin F

Series 66

Lynnville, IA

Raymond James Financial

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he spent nine years at Championship Productions. Fitzpatrick is also associated with Fitzpatrick Financial Services, Inc., where he serves as an associate and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Jesse M

Series 66

Newton, IA

Edward Jones

Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Business ownership considerations Business Financial Management Wealth management Inheritance planning Founder/Business Owner

Kaden M

Series 66

Newton, IA

Edward Jones

Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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