Adam Severson, financial advisor Cedar Falls IA
93 score

Adam Severson

CRD Number: 5601910
Current Firm: Wells Fargo Advisors, LLC

Adam Severson (CRD# 5601910) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cedar Falls, IA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Mason City, IA Jan 2011 - Current 5
Wells Fargo Investments, LLC Mason City, IA Sep 2008 - Jan 2011 2
Wells Fargo Auto Finance Chester, PA Mar 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Adam J. Severson
Phone Number: 314-875-3000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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