Keanon Lee
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 Advisors Financial Network LLCAug 2026 to now
- Wells Fargo Clearing Services, LLCDec 2024 to now
- US Tech Solutions IncDec 2024 to now
- Simtek ModularJun 2024 to Dec 2024
- MizuJul 2023 to Sep 2023
- Total Client ConnectJun 2022 to Aug 2022
- ChrysalisJan 2022 to Apr 2024
- Total Client ConnectJun 2021 to Aug 2021
- Burger KingOct 2020 to Apr 2021
- Southern Utah UniversityAug 2020 to Apr 2024
- UnemployedApr 2020 to Aug 2020
- Burger KingMay 2018 to Apr 2019
- American Fork High SchoolAug 2017 to Apr 2020
- UnemployedDec 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8029576
- Firm CRD
- 19616