Brian Jacob Wells

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2013 → 08/2017
  Blanchard Lions Club
  Blanchard, OK
• 04/2014 → 08/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2017 → 01/2023
  Securities America, Inc.
  Blanchard, OK
• 08/2017 → 01/2023
  Securities America Advisors
  Blanchard, OK
• 01/2023 → Present
  Ameriprise Financial Services, Llc
  Blanchard, OK

Previous Registrations

• 2017-08-31 → 2023-01-19
  Securities America Advisors, Inc.
  Blanchard, OK
• 2014-04-02 → 2017-09-01
  Cetera Wealth Services, Llc
  Blanchard, OK
  Dallas, TX
• 2010-02-02 → 2014-04-14
  Waddell & Reed
  Blanchard, OK
  Edmond, OK
  Oklahoma City, OK
• 2008-11-20 → 2009-05-19
  Edward Jones
  Fitzgerald, GA
  Fitzgerald, GA
  St Louis, MO
  St Louis, MO

Other Businesses

Real Estate Ownership; Single Family; 12559, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12597, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12624 234th st, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12627, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12662, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12665 234th st, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 12700, , Blanchard, OK, 73010; Not Investment-Related; 12/01/2022 / Single Family; 215 N Main, , Blanchard, OK, 73010; Not Investment-Related; 03/18/2021. Business Ownership; Pine Tree Management, LLC; Owner; Real Estate; 215 N Main St, , Blanchard, OK, 73010; Not Investment-Related; 09/17/2024; 1 to 9 hours per month; 0 during trading hours / Living Word Logistics; Co-owner; Logistics; hauling frac sand in the oil patch; 2428 Co Rd 1335, , Blanchard, OK, 73010; Not Investment-Related; 10/13/2025; 0 hours per month; 0 during trading hours. Outside Employment; Great Plains Investment Services; Employee of the bank; Manage advisory business; 215 N Main St, , Blanchard, OK, 73010; Investment-Related; 01/19/2023; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30

Other Names

• Brian J Wells
• Brian Jacob Wells
• Brian Wells