Colton Keith Waggoner
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, LLCNov 2025 to now
- UnemployedMay 2025 to Nov 2025
- Morgan StanleyFeb 2025 to May 2025
- Courier ExpressSep 2023 to Jan 2025
- FedexJun 2023 to Aug 2023
- UnemployedSep 2021 to May 2023
- FedexJun 2021 to Aug 2021
- Unemployed (school)Sep 2019 to May 2021
- Rock StaffingJun 2019 to Aug 2019
- Unemployed (school)Sep 2018 to May 2019
- Advanced Pro Services - Emory Hospital ValetMay 2018 to Aug 2018
- Unemployed (school)Feb 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
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
- 8031844
- Firm CRD
- 19616