Samantha Squires
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, LLCApr 2026 to now
- Northwestern Mutual Investment Services LLCSep 2025 to Apr 2026
- Northwestern Mutual Life Insurance CompanySep 2025 to Apr 2026
- Samantha SquiresDec 2022 to Aug 2025
- Wyndham VacationsNov 2021 to Dec 2022
- UnemployedAug 2020 to Nov 2021
- PlexpackAug 2019 to Aug 2020
- Cbiz Benefits and Insurance ServicesNov 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8119633
- Firm CRD
- 19616