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Steven L
CFP®, Series 63, Series 65
Bend, OR
Wells Fargo Advisors
Steven Lewis is a CFP®-certified financial advisor with 41 years of industry experience, currently with Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 17 years within the Wells Fargo organization. Lewis serves as a trustee for a children's trust and a parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with specialty planning services available for clients meeting certain net-worth thresholds.
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