Cameron Voegele
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2023 to now
- Wells Fargo Bank, N. A.Jun 2023 to now
- Northwestern Mutual Wealth Management CompanyFeb 2023 to Apr 2023
- Northwestern Mutual Investment Services LLCAug 2022 to Dec 2022
- Sara SamuelsMay 2022 to Aug 2022
- Mutual of Omaha AdvisorsMar 2021 to May 2022
- UBSNov 2018 to Feb 2021
- VanguardJun 2017 to Oct 2018
- StudentJan 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6812045
- Firm CRD
- 19616