Courtney Lee Saul
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- Thrivent FinancialOct 2024 to Mar 2025
- Thrivent Investment Management IncAug 2024 to Mar 2025
- Wings Credit UnionMar 2023 to Oct 2024
- Effie's Bridal TrunkFeb 2023 to Oct 2023
- StarbucksFeb 2023 to Oct 2023
- UnemployedJan 2023 to Jan 2023
- Epic Property ServicesFeb 2021 to Dec 2022
- University of MinnesotaSep 2020 to Jan 2021
- United States ArmyOct 2017 to Nov 2018
- American Eagle OutfittersJul 2017 to Aug 2020
- Lakeville North High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7939142
- Firm CRD
- 19616