Corey Michael Mowen
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
11 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Rio BankMay 2024 to Oct 2025
- SwbcNov 2023 to Apr 2024
- UnemployedSep 2023 to Nov 2023
- Truist Advisory Services, Inc.Sep 2022 to Sep 2023
- Truist Investment Services, Inc.Sep 2022 to Sep 2023
- Texas Capital BankOct 2021 to Aug 2022
- Texas Capital Bank Private Wealth AdvisorsOct 2021 to Aug 2022
- Monticello Wealth ManagementNov 2020 to Oct 2021
- Financial Planning AssociationJun 2020 to Jul 2020
- College for Financial PlanningMar 2020 to Dec 2020
- Ut Health Sciences Center At San AntonioMar 2020 to Jun 2020
- A-plus Family CareSep 2019 to Nov 2020
- Forte Health ServicesSep 2018 to Feb 2020
- PhysiomoSep 2017 to Sep 2019
- Forte Health ServicesDec 2016 to Sep 2017
- Methodist Healthcare SystemsNov 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
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
- 7332506
- Firm CRD
- 19616