Charles TheisCRD Number: 5918239
Current Firm: Wells Fargo Advisors Financial Network, LLC
Charles Theis (CRD# 5918239) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St Louis, MO||Jun 2014 - Current||3|
|First Clearing, LLC||Saint Louis, MO||Apr 2011 - Jun 2014||3|
|Unemployed||Saint Louis, MO||Oct 2010 - Apr 2011||< 1|
|Schnucks||Columbia, MO||Aug 2009 - Oct 2010||1|
|Schnucks||Saint Louis, MO||May 2009 - Aug 2009||< 1|
|Schnucks||Columbia, MO||Aug 2008 - May 2009||< 1|
|Schnucks||Columbia, MO||Jul 2008 - Aug 2008||< 1|
|Unemployed/full Time Student||Columbia, MO||Aug 2007 - Jul 2008||< 1|
|Westwood Country Club||Saint Louis, MO||Jun 2007 - Aug 2007||< 1|
|Full Time Student||Columbia, MO||Aug 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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