Colby Christian Cossette
Investment adviser representative at Wells Fargo Advisors
17 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
17 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- DysisNov 2025 to now
- Floyd and Blackie'sJul 2024 to Sep 2025
- UbereatsMay 2024 to Jun 2024
- DoordashJul 2023 to Jul 2024
- Belmont Abbey CollegeAug 2022 to Aug 2025
- Primary EducationAug 2009 to Aug 2022
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
- 8174377
- Firm CRD
- 19616