CB
CB

Caleb Breyer

3 Years of Experience
Minneapolis, MN
1 DisclosureBroker

Caleb Breyer is a registered investment advisor at Wells Fargo Advisors, based in Minneapolis, MN, with 3 years of industry experience. Caleb 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.

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.

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Location

90 S 7th St 10th & 11th Fls, [Gq-Rbo], Minneapolis, MN, 55402

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History

Regulatory History (1)
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Financial
May 2023
Pending
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2025 - Present · 1 yr 7 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2017 - April 2019 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - April 2019 · 1 yr 8 mos
State Registrations1 state
MN
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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