SS
SS

Sheri Simpson

21 Years of Experience
St. Louis, MO
Broker

Sheri Simpson is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

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.

Loading...

Location

One N Jefferson Ave, [Uzac-Rcsa], St. Louis, MO, 63103

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
March 2023 - April 2025 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2021 - April 2025 · 3 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2016 - June 2021 · 5 yrs
Wells Fargo Advisors, LLCBroker
November 2010 - June 2016 · 5 yrs 7 mos
City Securities CorporationBroker
February 2009 - May 2010 · 1 yr 3 mos
Natcity Investments, INC.Broker
March 2006 - February 2009 · 2 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2005 - January 2006 · 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2003 - August 2004 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Sheri Simpson - Financial Advisor | TrueAdvisor