Timothy Owen Mills
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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
10 years in the industry.
- Wells Fargo Bank, NAApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to now
- J.P. Morgan Securities LLCDec 2018 to Apr 2026
- Jpmc Bank Na (southwest)Dec 2018 to Apr 2026
- Airport Appliance & MattressSep 2017 to Nov 2018
- Bank of America, N.A.Feb 2016 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 4164648
- Firm CRD
- 19616