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Gerald Steagall

11 Years of Experience
Lake Oswego, OR
Broker

Gerald Steagall is a registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 11 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

5885 Meadow Rd 860, [Satellite], Lake Oswego, OR, 97035

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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 Financial Network, LLCBroker
May 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan StanleyBroker
July 2023 - May 2025 · 1 yr 10 mos
Morgan Stanley
July 2023 - May 2025 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
September 2020 - July 2023 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - July 2023 · 4 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2014 - March 2019 · 4 yrs 5 mos
State Registrations49 states
AKARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.