TK
TK

Terry Keele

30 Years of Experience
Springfield, OR
1 DisclosureBroker

Terry Keele is a registered investment advisor at Wells Fargo Advisors, based in Springfield, OR, with 30 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

400 International Way, Suite 110 1st Fl, Springfield, OR, 97477

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History

Regulatory History (1)
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.
Customer Dispute
March 2009
Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2026 - Present · 4 mos
Wells Fargo Advisors
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2026 - May 2026 · 0 mos
Wells Fargo Advisors
May 2026 - May 2026 · 0 mos
Wells Fargo Advisors
November 2010 - May 2026 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2026 · 18 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - January 2008 · 11 yrs 11 mos
State Registrations33 states
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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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