Peter Fricke
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, LLCMar 2023 to now
- US Tech SolutionsMar 2023 to now
- Oquirrh RestaurantJan 2023 to Mar 2023
- Kiitos BrewingNov 2022 to Jan 2023
- Briar Rose ChophouseJan 2019 to Nov 2022
- Vail ResortsNov 2018 to May 2019
- UnemployedMay 2018 to Nov 2018
- University of West FloridaJan 2017 to May 2018
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7732393
- Firm CRD
- 19616