St. Charles, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
2
Of 4,147 advisors across 1,134 offices
Location
St. Charles MO
Advisors at this office
2
Advisors at this office
Stephen U
Series 66
St Charles, MO
Wells Fargo Advisors
Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 license and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm offers planning in areas such as retirement, education, risk, wealth transfer, and niche topics like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop client recommendations.
Steven S
Series 66
St. Charles, MO
Wells Fargo Advisors
Steven Smith is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 designation and 13 years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at Cushman & Wakefield. Outside of finance, he works as a security consultant providing oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a diverse client base through comprehensive financial planning and investment management services.
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