Charles Shocklee
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 2026 to now
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCAug 2024 to now
- The MidwesternJun 2022 to now
- University of Missouri - ColumbiaAug 2023 to May 2024
- Renaissance FinancialMay 2023 to Aug 2023
- University of Missouri - ColumbiaAug 2022 to May 2023
- Roofer's MartMay 2022 to Aug 2022
- University of Missouri - ColumbiaAug 2021 to May 2022
- Greenbriar Hills Country ClubMay 2021 to Aug 2021
- University of Missouri - ColumbiaAug 2020 to May 2021
- Roofer's MartMay 2020 to Aug 2020
- St. Louis University High SchoolAug 2019 to May 2020
- PastariaMay 2019 to Aug 2019
- St. Louis University High SchoolAug 2018 to May 2019
- PastariaMay 2018 to Aug 2018
- St. Louis University High SchoolAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- St. Louis University High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7746615
- Firm CRD
- 19616