Andrew Summers
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 Advisors Financial NetworkAug 2026 to now
- Wells Fargo Clearing Services, LLCNov 2018 to now
- Aerotek Inc. - ST. LouisNov 2018 to Mar 2019
- Beacon HillsMay 2018 to Oct 2018
- Zealous UnitedOct 2017 to May 2018
- UnemployedJun 2017 to Sep 2017
- Dukum InnJun 2015 to May 2017
- Truman State UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
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
- 7044622
- Firm CRD
- 19616