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Wells Nicholas Scheller

Charles Schwab & CO., Inc.

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About Wells Nicholas Scheller

Wells Nicholas Scheller is a financial advisor with Charles Schwab & CO., Inc. Wells is a registered representative and has been in the industry since January 24, 2013. Wells has a Series 7, Series 66, Series 9, and Series 10. Wells has held previous roles with TD Ameritrade, Inc., Charles Schwab & CO., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells is licensed to provide financial services in 53 states. Wells specializes in Portfolio Management for individuals and Financial Planning.

Firm Information

Wells Scheller is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Wells Scheller’s Registration & Firm History

CO

08/09/2021 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

NE

12/07/2018 - 04/20/2021

TD AMERITRADE, INC. (OMAHA NE)

CO

03/25/2016 - 12/03/2018

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

MD

12/12/2014 - 01/19/2016

CHARLES SCHWAB & CO., INC. (Easton MD)

DE

05/07/2012 - 09/17/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOVER DE)

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Licenses & Designations

BOTH

Issued 07/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/09/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Wells Nicholas Scheller.
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