Stephen Bartlett
Investment adviser representative at Wells Fargo Advisors
19 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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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
19 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2020
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Aug 2007 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 2912489
- Firm CRD
- 11025