Amy Michelle White
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, LLCJan 2025 to now
- Wells Fargo Bank, NASep 2022 to now
- Lone Star CollegeApr 2021 to Aug 2022
- UnemployedMar 2021 to Apr 2021
- Vision IssFeb 2020 to Mar 2021
- UnemployedJan 2020 to Feb 2020
- Holiday Hills Christmas TreesNov 2019 to Jan 2020
- Loyland FarmsSep 2019 to Nov 2019
- Sheridan Lake MarinaApr 2019 to Sep 2019
- Fry's GroceryNov 2018 to Apr 2019
- Loyland FarmsSep 2018 to Nov 2018
- UnemployedApr 2018 to Sep 2018
- Iowa DotNov 2017 to Apr 2018
- Cds GlobalSep 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8031516
- Firm CRD
- 19616