Cullen Richard Gess
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 Bank, NAJul 2024 to now
- Wells Fargo Clearing Services, LLCJul 2024 to now
- University of MinnesotaSep 2023 to May 2024
- Wells FargoMay 2023 to Aug 2023
- Leeds UniversityJan 2023 to May 2023
- University of MinnesotaSep 2022 to Dec 2022
- Great Waters FinancialMay 2022 to Aug 2022
- University of MinnesotaSep 2021 to May 2022
- Kg Landscape ManagementMay 2021 to Aug 2021
- University of MinnesotaSep 2020 to May 2021
- Moorhead High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
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
- 7794142
- Firm CRD
- 19616