Joseph Leo Mansfield
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
ChFC®Designation
$252.3BFirm assets
Are you Joseph Leo Mansfield? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2026
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1656561
- Firm CRD
- 11025