Steve Kowal
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAJul 2025 to now
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Limitless Offerings LLCAug 2023 to now
- College StudentAug 2016 to now
- Mercedes-benz of Sugar LandNov 2021 to Jul 2024
- Houston Marriott Sugar LandMay 2021 to Nov 2021
- Pfs Investments Inc.Apr 2019 to Jul 2025
- Primerica Financial ServicesJun 2018 to Jul 2025
- YmcaJun 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7090339
- Firm CRD
- 19616