Alec Bouchee
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- Ameriprise Financial Services, LLCDec 2018 to Jan 2025
- UnemployedOct 2018 to Nov 2018
- Paynewest InsuranceJun 2018 to Sep 2018
- Paynewest InsuranceJan 2018 to May 2018
- Blackstone Launchpad At the University of MontanaAug 2017 to Dec 2017
- University of MontanaAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (ID, MT, 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
- 7054294
- Firm CRD
- 19616