Ryan Edward Winkler
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, LLCNov 2025 to now
- Wells Fargo Bank, NAAug 2024 to now
- Cabinet Factory Outlet PlusSep 2023 to Jul 2024
- UnemployedJul 2023 to Sep 2023
- Union Pacific RailroadMay 2022 to Jun 2023
- Ruffalo Noel Levitz- Nebraska Alumni CenterOct 2021 to May 2022
- University of Nebraska LincolnJan 2021 to May 2023
- Southeast CcAug 2020 to Dec 2020
- Best CutMay 2020 to Aug 2021
- University of Nebraska OmahaAug 2019 to May 2020
- Papillion Lavista South High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8191329
- Firm CRD
- 19616