Morgan Harms
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2022 to now
- Wells Fargo AdvisorsJun 2022 to Sep 2022
- Associate StaffingFeb 2022 to Apr 2022
- UnemployedJun 2021 to Feb 2022
- Missouri Department of RevenueJan 2021 to Jun 2021
- St. Francis Medical CenterMay 2020 to Dec 2020
- Missouri Department of RevenueJan 2020 to Mar 2020
- Missouri Department of RevenueJun 2019 to Aug 2019
- Ruler FoodsMay 2019 to May 2019
- University Tutorial ServicesAug 2018 to Dec 2019
- Ruler FoodsMay 2018 to Aug 2018
- Full - Time StudentAug 2017 to May 2018
- Ruler FoodsJun 2017 to Aug 2017
- Full - Time StudentAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7514893
- Firm CRD
- 19616