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Robyn Walthall

Wells Fargo Advisors
12 Years of Experience
St. Louis, MO
3 DisclosuresBroker
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Robyn Walthall is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Financial
October 2019
Pending
Financial
September 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robyn acts as a custodian for her nephew's UTMA account since 2002. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
August 2015 - Present · 10 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2015 - Present · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
First Clearing, LLCBroker
June 2013 - June 2015 · 2 yrs
State Registrations2 states
ILMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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