Erika T Schrade
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Erika T Schrade? 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2022 to now
- Raymond JamesSep 2020 to May 2022
- Unemployed- CovidMar 2020 to Sep 2020
- Koi SalonAug 2019 to Mar 2020
- Orangetheory FitnessJun 2019 to Aug 2019
- #froyolifestyle/ La FitnessJun 2017 to Jun 2019
- University of Akron- Full-time EducationAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7294744
- Firm CRD
- 19616