Robert Alex Karson
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Northwestern Mutual Investment Services LLCJun 2025 to Oct 2025
- Philip BausMay 2025 to Jun 2025
- Philip D BausFeb 2025 to May 2025
- UnemployedFeb 2025 to Feb 2025
- JPMorgan ChaseJun 2024 to Feb 2025
- Barnes and NobleMar 2021 to Jun 2024
- UnemployedJul 2019 to Mar 2021
- Innovative ArtistsJul 2019 to Jul 2019
- Caa Via Eleventh Hour EntertainmentJun 2018 to Aug 2018
- Candlewood MarketJan 2018 to May 2018
- Vidal WettensteinJul 2017 to Jul 2017
- Wakeman Boys and Girls ClubJan 2017 to Jul 2017
- The Gym At SouthportFeb 2016 to Dec 2016
- StudentSep 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 7947640
- Firm CRD
- 19616