Nicholas Meinert
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
13 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2023 to now
- US Naval Academy Alumni AssociationMay 2022 to Aug 2022
- Phillips Edison and CompanyAug 2021 to Dec 2021
- Lordstown MotorsJan 2020 to May 2020
- Mud MastersMay 2019 to Aug 2019
- Siemens DiswFeb 2019 to Dec 2019
- University of CincinnatiAug 2018 to Dec 2022
- Mud MastersMay 2018 to Aug 2018
- East Muskingum SchoolsJul 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7718963
- Firm CRD
- 19616