Alec L Nielsen
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$671.4BFirm assets
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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 Clearing Services, LLCApr 2023 to now
- UnemployedOct 2022 to Apr 2023
- Symetra Life Insurance CompanyMay 2019 to Oct 2022
- Symetra Securities, IncMay 2019 to Oct 2022
- Reclaimed Rails BrewingApr 2019 to May 2019
- N/a UnemployedOct 2018 to Apr 2019
- Broker Dealer Financial Services CorpMar 2016 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 5704314
- Firm CRD
- 19616