Reese Philip Boehme
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2026 to now
- Massmutual Life Insurance CoSep 2024 to Apr 2026
- MML Investors Services, LLCJul 2024 to Apr 2026
- Skylight Financial GroupMay 2024 to Jul 2024
- Bil-jax HaulotteMay 2023 to Aug 2023
- Uckele Health and NutritionNov 2020 to Jan 2021
- Trine UniversityAug 2020 to May 2024
- Bedford Public SchoolsOct 2019 to Mar 2020
- Inverness ClubApr 2017 to Aug 2022
- Bedford Junior/ Senior High SchoolSep 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7961459
- Firm CRD
- 11025