Tracy Lynn Keller
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Tracy Lynn Keller? Claim your profile
Contact this firm
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
17 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2022 to now
- Wells Fargo Bank, NAApr 2022 to now
- Thrivent FinancialNov 2020 to Apr 2022
- Thrivent Investment Management IncSep 2020 to Apr 2022
- Commonwealth of Pennsylvania Dept of Labor & Industry BddAug 2009 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7289880
- Firm CRD
- 19616