Christopher James Coplien
Investment adviser representative at Wells Fargo Advisors
23 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
23 years in the industry.
- Wells Fargo Bank, NAMay 2025 to now
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Retro Hangover PodcastMay 2015 to now
- First Command Advisory Services, Inc.Nov 2024 to May 2025
- First Command Insurance Services, Inc.Nov 2024 to May 2025
- First Command Brokerage Services, Inc.Sep 2024 to May 2025
- US NavyNov 2003 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7959675
- Firm CRD
- 19616