George Adam Wells

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 03/2017 → 05/2020
  Usaa Finanical Advisors Inc
  Colorado Springs, CO
• 07/2013 → 05/2020
  Usaa Finanical Planning Services
  Colorado Springs, CO
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Colorado Springs, CO
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Newton, IA

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2017-10-06 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

George Wells Tiktok Videos|Investment Related:No|Performing/Fine Arts|Creator|2025-09-27|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Create and post videos to Tiktok that generate income through their creator rewards program. Zero financial or investment related content. I talk about religious and political deconstruction and current political events. I never discuss financial or investment information.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-26
• S63 Uniform Securities Agent State Law Examination
  2017-04-26

Other Names

• George A Wells
• Adam Wells