Mason Polk
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2021 to now
- Digital Intelligence SystemsMar 2021 to Jul 2021
- Bawl Construction CleaningMar 2020 to Mar 2021
- Fulbright U.S. Student ProgramAug 2019 to Mar 2020
- UnemployedMay 2019 to Aug 2019
- William Grant Still Arts CenterJun 2018 to Aug 2018
- J. Paul Getty TrustJun 2017 to Aug 2017
- Pitzer CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7363415
- Firm CRD
- 19616