Grace Tangen
Investment adviser representative at Wells Fargo Advisors
20 yearsExperience
3 statesRegistered 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
20 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- UnemployedJun 2024 to Oct 2024
- Dutch Bros CoffeeAug 2023 to Jun 2024
- Uc Davis Downtown StoreJun 2022 to Nov 2022
- All American Mizuno SoftballSep 2019 to Sep 2021
- Full-time EducationAug 2006 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, TN, 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
- 7768887
- Firm CRD
- 19616