Isabella Grace Wakeman
Investment adviser representative at Wells Fargo Advisors
25 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
25 years in the industry.
- Wells Fargo Clearing Services, LLC (Feb 2025 to now
- Ameriprise Financial Services, LLCJul 2022 to Jan 2025
- Greater New England Minority Supplier Development Council, Inc.Mar 2021 to Mar 2022
- Vector MarketingSep 2020 to Jan 2021
- Bentley UniversityAug 2019 to May 2022
- Ferris Acres CreameryJul 2018 to Aug 2019
- UnemployedSep 2001 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7587087
- Firm CRD
- 19616