Bryce Mitchell Whitaker
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, LLCFeb 2024 to now
- First Interstate BankJul 2022 to Feb 2024
- LPL Financial LLCJul 2022 to Feb 2024
- Great Western Investments and InsuranceOct 2021 to Jul 2022
- Great Western BankDec 2020 to Jul 2022
- Raymond James Financial Services Advisors, IncDec 2020 to Jul 2022
- Raymond James Financial Services, Inc.Dec 2020 to Jul 2022
- Wells Fargo Bank, NAJul 2018 to Nov 2020
- Bankers Trust CompanyJan 2018 to Jun 2018
- JPMorgan Chase BankApr 2017 to Jan 2018
- Wells Fargo Bank, NANov 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
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
- 6484024
- Firm CRD
- 19616