Joshua Hagberg
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, LLCJan 2026 to now
- Utah State UniversityAug 2025 to Dec 2025
- Guardian Life Insurance CompanyJun 2025 to Jul 2025
- Park Avenue SecuritiesJun 2025 to Jul 2025
- Wealth StrategiesMay 2025 to Jun 2025
- Utah State UniversityJan 2024 to Jun 2025
- Full-time EducationJan 2024 to May 2025
- Pennsylvania State University Mont AltoAug 2021 to Dec 2023
- Fountain Head Country ClubSep 2020 to Dec 2023
- Greencastle Antrim High SchoolAug 2017 to Jun 2021
- Greencastle Antrim Middle SchoolJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8110481
- Firm CRD
- 19616