Kristina Irene Lewis

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 02/2018
  Scottrade
  St. Louis, MO
• 02/2018 → 09/2021
  Td Ameritrade, Inc.
  Omaha, NE
• 09/2021 → 08/2025
  Charles Schwab & Co., Inc.
  St. Charles, MO
• 10/2025 → Present
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 10/2025 → 04/2026
  Digital Intelligence Systems
  Saint Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Kristina Irene Schlatweiler
• Kristina Irene Triefeinbach
• Kristina Irene Lewis
• Kristina Lewis