Alexis K Quen
Investment adviser representative at Wells Fargo Investment Institute, Inc.
11 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Wells Fargo Investment Institute, Inc.Nov 2025 to now
- Wells FargoJul 2024 to Nov 2025
- Voodoo DonutsSep 2023 to May 2024
- Wells FargoJun 2023 to Aug 2023
- Arizona State UniversityNov 2022 to May 2023
- Pinnacle Business SolutionsFeb 2022 to Oct 2022
- StarbucksJan 2021 to Dec 2021
- Arizona State UniversityAug 2020 to Dec 2020
- Pita CafeJun 2019 to Jul 2020
- B'nai Brith CampJun 2019 to Jul 2019
- Scottsdale Burger BarMar 2018 to Jul 2020
- Milk and Honey Cafe and Espresso BarJan 2018 to Jul 2020
- Happy BowlsJul 2017 to Nov 2017
- UnemployedNov 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 7764064
- Firm CRD
- 133204