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Zachary Rudolph Stohr

Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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.

  1. Wells Fargo Clearing Services, LLCApr 2022 to now
  2. Colorado State University Global CampusFeb 2022 to now
  3. Wells Fargo Bank, Na BankerOct 2021 to now
  4. Universal Windows Direct of DenverMay 2021 to Sep 2021
  5. Front Range Community CollegeAug 2019 to Dec 2020
  6. Jax Outdoor GearFeb 2019 to Mar 2020
  7. Bondi Beach BarDec 2017 to May 2021
  8. Colorado State UniversityAug 2017 to Aug 2019
  9. The Olive GardenAug 2017 to Aug 2018
  10. Vector MarketingMay 2017 to Aug 2017
  11. SubwayJan 2017 to May 2017
  12. University of Colorado BoulderAug 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
7544974
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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