Reagan Elizabeth Bates

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

• 01/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Desw Moines, IA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Desw Moines, IA

Previous Registrations

• 2007-10-05 → 2015-01-26
  Dewaay Capital Management
  West Des Moines, IA

Other Businesses

GUARDIAN FOR NEPHEW, INV RELATED, ROCKWELL CITY, IA, START: 1/15/2022, 2 HRS/MONTH, 0 HRS DURING TRADING. PERSONAL SHOPPER ; NOT INV RELATED; URBANDALE, IA; FINDER'S FEE SHOPPING;100% OWNERSHIP; START DATE: 08/29/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING; | TIKTOK - AFFILIATE ; NOT INV RELATED; CULVER CITY, CA; SALES, ENGAGEMENT; TIKTOK SHOP AFFILIATE AND CREATOR; START DATE: 11/07/2025; 30 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-28
• S66 Uniform Combined State Law Examination
  2007-10-01

Other Names

• Reagan Elizabeth Howie