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Courtenay Yeager

Wells Fargo Advisors
12 Years of Experience
St. Louis, MO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Courtenay Yeager is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 12 years of industry experience. Courtenay 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

One N Jefferson Ave, St. Louis, MO, 63103

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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
July 2015
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
August 2017 - Present · 9 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2017 - Present · 9 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Wells Fargo Advisors
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
April 2016 - June 2017 · 1 yr 2 mos
TD Ameritrade, INC.
April 2016 - June 2017 · 1 yr 2 mos
TD Ameritrade, INC.Broker
March 2016 - June 2017 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
November 2013 - February 2016 · 2 yrs 3 mos
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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