Michele Ewertz
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Michele Ewertz? Claim your profile
Contact this firm
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, LLCJul 2026 to now
- Wells Fargo Advisors Financial NetworkJul 2026 to now
- Robinhood Asset Management, LLCMar 2026 to Jul 2026
- Robinhood Markets, Inc.Oct 2025 to Jul 2026
- J. P. Morgan Securities LLCApr 2022 to Oct 2025
- JPMorgan Chase Bank N. A.Apr 2022 to Oct 2025
- UnemployedMar 2022 to Mar 2022
- Equitable Advisors, LLCNov 2021 to Feb 2022
- Tack AdvisorsNov 2021 to Feb 2022
- UnemployedOct 2020 to Oct 2021
- Charles Schwab & Co., Inc.Mar 2020 to Sep 2020
- UnemployedApr 2019 to Feb 2020
- Fidelity Brokerage Services LLCMar 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6632333
- Firm CRD
- 19616