Tyler Nelson
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- DisysMay 2025 to now
- Eagle EnvironmentalApr 2024 to May 2025
- UnemployedNov 2021 to Apr 2024
- EquitableOct 2019 to Nov 2021
- Equitable Advisors, LLCOct 2019 to Nov 2021
- AXA Advisors, LLCOct 2019 to Jun 2020
- AXA EquitableOct 2019 to Jun 2020
- ProgrexionJul 2019 to Oct 2019
- Morgan StanleyJan 2019 to Jul 2019
- UnemployedMar 2018 to Jan 2019
- E*trade Securities LLCSep 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6710241
- Firm CRD
- 19616