Vicente Eduardo Contreras
Investment adviser representative at Wells Fargo Advisors
7 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
7 years in the industry.
- Wells Fargo Bank, NANov 2022 to now
- Wells Fargo Clearing Services, LLCNov 2022 to now
- U.S. Bancorp Investments, Inc.Apr 2022 to Nov 2022
- U.S. BankApr 2022 to Nov 2022
- Wells Fargo Clearing Services, LLCApr 2021 to Mar 2022
- Wells Fargo Bank, NAJun 2019 to Mar 2022
- Summit County Colorado GovernmentJul 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 7365023
- Firm CRD
- 19616