Ryan Cooke
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- DisysMay 2025 to now
- US Tech Solutions IncNov 2024 to Feb 2025
- Wells Fargo Clearing ServicesNov 2024 to Feb 2025
- UnemployedOct 2024 to Nov 2024
- State Employees' Credit UnionFeb 2024 to Oct 2024
- UnemployedSep 2023 to Feb 2024
- Toyota of North CharlotteMay 2023 to Sep 2023
- UnemployedDec 2022 to May 2023
- University of North Carolina At CharlotteAug 2020 to Dec 2022
- Levine Middle CollegeAug 2017 to Jun 2020
- Independence High SchoolAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8031617
- Firm CRD
- 19616