Brian Baer
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Wells Fargo BankJul 2025 to now
- Thrivent FinancialJun 2024 to Aug 2024
- Minnesota State University - MankatoJan 2024 to May 2025
- New Hanover CountySep 2023 to Jul 2025
- Equitable Advisors, LLC.Jan 2023 to Dec 2023
- University of North Carolina - WilmingtonAug 2019 to May 2025
- Cape Fear Community CollegeJul 2019 to May 2023
- Miami University of OhioAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7727021
- Firm CRD
- 19616