Stuart Wells, financial advisor Junction City KS
96 score

Stuart Wells

CRD Number: 5542712
Current Firm: Usaa Financial Planning Services

Stuart Wells (CRD# 5542712) is an Investment Advisor Representative working at Usaa Financial Planning Services in Junction City, KS and has over 8 years of experience in the finance industry. Stuart Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors Inc. Junction City, KS Nov 2012 - Current 4
Usaa Financial Planning Services Junction City, KS Nov 2012 - Current 4
Valet Waste Service Tampa, FL Aug 2011 - Nov 2012 1
The Vanguard Group, Inc. Scottsdale, AZ Jun 2008 - Nov 2012 4
Self-employed Gilbert, AZ Jan 2008 - Jun 2008 < 1
State Of Arizona Phoenix, AZ May 2007 - Jan 2008 < 1
Northern Arizona University Flagstaff, AZ Jul 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Stuart E. Wells
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AR
  • KS
  • MO
  • NE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
96
Clean Record
This advisor has a clean track record with regulators.

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