Wells Scheller (CRD# 5980217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jul 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Lone Tree, CO | Jul 2021 - Current | 2 |
| Td Ameritrade | Denver, CO | Nov 2018 - Apr 2021 | 2 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Mar 2016 - Nov 2018 | 2 |
| Charles Schwab Bank | Lone Tree, CO | Mar 2016 - Nov 2018 | 2 |
| Charles Schwab & Company, Inc. | Easton, MD | Sep 2014 - Mar 2016 | 1 |
| Bank Of America, N.a. | Dover, DE | Dec 2012 - Sep 2014 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover, DE | Aug 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, WY
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