Ashley Crystal Sundseth
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, LLCApr 2022 to now
- Watson and CoNov 2021 to Feb 2022
- HomemakerJun 2021 to Nov 2021
- OptumFeb 2020 to Jun 2021
- HomemakerNov 2019 to Feb 2020
- Trumpet Behavioral HealthDec 2018 to Nov 2019
- HomemakerMay 2018 to Dec 2018
- Western Nephrology and Metabolic Bone DiseaseOct 2017 to May 2018
- Jacobs Entertainment, Inc.Jun 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7543107
- Firm CRD
- 19616