Tyler Bateman
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Advisors Financial NetworkJun 2026 to now
- Wells Fargo Clearing Services, LLCMar 2023 to now
- Valic Financial Advisors, Inc.Aug 2022 to Feb 2023
- Wells Fargo Clearing ServicesApr 2021 to Aug 2022
- Charles Schwab & Co., Inc.Jun 2020 to Mar 2021
- Charles Schwab Bank, SsbJun 2020 to Mar 2021
- TD Ameritrade, Inc.Jun 2018 to Jun 2020
- AerotekJan 2018 to Jun 2018
- N/aNov 2017 to Dec 2017
- Wehrenberg Theatres (marcus-wehrenberg Theatres)Jul 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6897130
- Firm CRD
- 19616