Casey Mcneil Plank
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Lockton CompaniesJun 2025 to Aug 2025
- Wells Fargo AdvisorsSep 2024 to Dec 2024
- Cardinal Wealth ManagementJun 2024 to Aug 2024
- Georgetown Preparatory SchoolJun 2024 to Aug 2024
- Georgetown Preparatory SchoolJun 2023 to Aug 2023
- University of MarylandAug 2022 to May 2026
- Transportation ManagementJun 2021 to Jul 2022
- Georgetown Preparatory High SchoolAug 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7950353
- Firm CRD
- 19616