Bryan Stobb, financial advisor Cedar Rapids IA
96 score

Bryan Stobb

CRD Number: 6043571
Current Firm: Wells Fargo Clearing Services, LLC

Bryan Stobb (CRD# 6043571) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Cedar Rapids, IA and has over 5 years of experience in the finance industry. Bryan Stobb 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
Wells Fargo Clearing Services, LLC Marion, IA Nov 2016 - Current 1
Wells Fargo Bank Na Marion, IA Feb 2011 - Current 7
Wells Fargo Advisors, LLC Marion, IA Mar 2012 - Nov 2016 4
Mount Mercy University Cedar Rapids, IA Aug 2006 - May 2011 4
Menards Marion, IA Oct 2010 - Feb 2011 < 1
Mount Mercy University Busse Library Cedar Rapids, IA Aug 2006 - May 2010 3
Mount Mercy University Facilities Department Cedar Rapids, IA May 2007 - Aug 2009 2
Oak Hill Cemetary Cedar Rapids, IA May 2007 - Aug 2009 2
Academic Center For Excellence Cedar Rapids, IA May 2007 - May 2009 2
Mount Mercy University Residence Department Cedar Rapids, IA Apr 2007 - May 2009 2
American Eagle Outfitters Cedar Rapids, IA May 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Bryan D. Stobb
Phone Number: 314-875-3000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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