Derek Allen Nickleson
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2022 to now
- Cetera Investment Advisers LLCApr 2021 to Mar 2022
- Cetera Investment Services LLCApr 2021 to Mar 2022
- Columbia BankApr 2021 to Mar 2022
- Edward JonesFeb 2018 to Apr 2021
- BMO Harris BankJun 2017 to Feb 2018
- JP Morgan Chase BankApr 2017 to Jun 2017
- JP Morgan Securities, LLCApr 2017 to Jun 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2017
- Wells Fargo Advisors LLCOct 2013 to Nov 2016
- Wells Fargo Bank NAJan 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6259990
- Firm CRD
- 19616