HT
CFP
HT
CFP

Haley Thomas

15 Years of Experience
Springfield, OR
Broker

Haley Thomas is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Springfield, OR, with 15 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.

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Location

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

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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.

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Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
July 2015 - May 2025 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2015 - May 2025 · 9 yrs 11 mos
Gwfs Equities, INC.Broker
February 2011 - April 2015 · 4 yrs 2 mos
Gwfs Equities, INC.Broker
January 2010 - March 2010 · 2 mos
State Registrations5 states
IDILORTXWA
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.
Haley Thomas - Financial Advisor | TrueAdvisor