TrueAdvisor
TrueAdvisor
RB
RB

Reagan Bates

Wells Fargo Advisors
21 Years of Experience
West Des Moines, IA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Reagan Bates is a registered investment advisor at Wells Fargo Advisors, based in West Des Moines, IA, with 21 years of industry experience. Reagan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

View Full SEC Brochure

Location

6400 Westown Parkway Suite 115, [Ga/Gw-Rbo], West Des Moines, IA, 50266

Get directions

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
July 2025
Pending
Judgment / Lien
April 2025
Criminal
February 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Reagan acts as a guardian for their nephew, dedicating minimal time to this investment-related activity. Reagan is also a stylist for Color Street, selling nail polish strips and lipstick, which takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
January 2015 - Present · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Bank Fund Equities, INC.Broker
January 2015 - January 2015 · 0 mos
Dewaay Capital Management
October 2007 - January 2015 · 7 yrs 3 mos
Dewaay Financial Network, LLCBroker
September 2006 - January 2013 · 6 yrs 4 mos
Vsr Financial Services, INC.Broker
August 2005 - September 2006 · 1 yr 1 mo
State Registrations28 states
ARAZCACOCTDCFLGAIAILINKSMAMEMNMONCNENHNVNYORSCSDTXUTVAWI
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.
More Advisors
More financial advisors in West Des Moines, IA →All financial advisors in Iowa →