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Brittney Elizabeth Stephens

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.

  1. Wells Fargo Bank, NAJun 2025 to now
  2. Wells Fargo Clearing Services, LLCJun 2025 to now
  3. James Kyle BrookerApr 2024 to Jun 2025
  4. Northwestern Mutual Wealth Management CompanyNov 2023 to Jun 2025
  5. Zaccheaus BennettNov 2023 to Dec 2023
  6. Andrew RunnionSep 2023 to Jun 2025
  7. Frank ConnerSep 2023 to Jun 2025
  8. Joshua EisenbergSep 2023 to Jun 2025
  9. Northwestern Mutual Investment Services LLCApr 2023 to Jun 2025
  10. Jordan ThompsonMay 2022 to Jan 2023
  11. CutcoNov 2021 to May 2022
  12. Northwestern Mutual Investment Services LLCJan 2021 to May 2021
  13. Eric PorterSep 2020 to Jun 2025
  14. Sabina KhojaSep 2020 to Jun 2021
  15. Northwestern Mutual Investment Services LLCJul 2020 to Nov 2020
  16. Northwestern Mutual Life Insurance CompanyApr 2020 to Sep 2020
  17. Cambridge Painting and DecoratingOct 2019 to Mar 2020
  18. A and B CleaningJul 2019 to Oct 2019
  19. Basket SavingsJun 2017 to Jun 2019
  20. New AcquisitionsMay 2017 to Jun 2017
  21. IhopJan 2017 to May 2017
  22. Sticky Cactus Mexican GrillSep 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
7240260
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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