Kyle Ashcraft
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, LLCAug 2026 to now
- Edward JonesNov 2022 to Aug 2026
- Wells Fargo Bank NAJul 2021 to Nov 2022
- Wells Fargo Clearing Services, LLCJul 2021 to Nov 2022
- UnemployedJan 2020 to Jul 2021
- Chg HealthcareDec 2018 to Jan 2020
- UnemployedOct 2018 to Dec 2018
- Mountain America Credit UnionJun 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7416144
- Firm CRD
- 19616