Joseph Mesnier
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Cetera Investment Advisers LLCDec 2024 to May 2025
- Cetera Advisor Networks LLCJul 2024 to May 2025
- Renaissance FinancialJul 2024 to May 2025
- Whitebridge Pet BrandsJun 2023 to Aug 2023
- Redhead Lakeside Grill and Yacht ClubMay 2022 to Aug 2022
- Syberg'sJun 2021 to Jan 2022
- University of Missouri-columbiaAug 2020 to May 2024
- UnemployedJun 2020 to Jul 2020
- Bc's KitchenJan 2020 to Mar 2020
- Outback SteakhouseSep 2018 to Jan 2020
- Jimmy John'sJan 2018 to Sep 2018
- Liberty High SchoolAug 2016 to May 2020
- UnemployedJul 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7961657
- Firm CRD
- 19616