Zachary Todd Bramschreiber
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Bank, NASep 2024 to now
- Wells Fargo Clearing Services, LLCSep 2024 to now
- UnemployedAug 2023 to Feb 2024
- Raymond James & Associates, Inc.Feb 2023 to Aug 2024
- Citizens Bank, N/aOct 2022 to Aug 2023
- Citizens Securities, IncSep 2022 to Aug 2023
- Citizens Bank, N.ASep 2022 to Oct 2022
- First Citizens Investor ServicJan 2021 to Sep 2022
- First Citizens BankFeb 2017 to Sep 2022
- UnemployedDec 2016 to Feb 2017
- Associated BankFeb 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7330795
- Firm CRD
- 19616