David Sheets, financial advisor Saint Louis MO

David Sheets

CRD Number: 6588610
Current Firm: Wells Fargo Clearing Services, LLC

David Sheets (CRD# 6588610) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC St Louis, MO Jun 2018 - Current 3
Disys St Louis, MO Jun 2018 - Sep 2018 < 1
Unemployed Ames, IA Dec 2017 - Jun 2018 < 1
Iowa State University Ames, IA Aug 2017 - Dec 2017 < 1
Unemployed Ames, IA May 2017 - Aug 2017 < 1
Iowa State University Ames, IA Feb 2017 - May 2017 < 1
Northwestern Mutual Ames, IA Dec 2015 - Feb 2017 1
Iowa State University Ames, IA Aug 2015 - Dec 2015 < 1
Unemployed Ames, IA May 2015 - Aug 2015 < 1
Iowa State University Ames, IA Sep 2014 - May 2015 < 1
Family Video Ames, IA Jun 2014 - Sep 2014 < 1
Iowa State University Ames, IA Aug 2013 - Jun 2014 < 1
Unemployed Moulton, IA May 2013 - Aug 2013 < 1
Moulton Udell Community School Moulton, IA Aug 2012 - May 2013 < 1
Unemployed Moulton, IA Jun 2012 - Aug 2012 < 1
Orschelns Farm & Home Centerville, IA Jun 2012 - Jun 2012 < 1
Moulton Udell Community School Moulton, IA Jun 2008 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for David Sheets
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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