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Aaron Thomas Phelps

Wells Fargo Advisors Financial Network, LLC

Bend, OR

Springfield, OR

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-19
TX RA APPROVED 2025-05-19
  • OR RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

360 Sw Bond Street 210 [Satellite], Bend, OR 97702 • United States

400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Bend OR 09/2016 05/2025
Wells Fargo Clearing Services, Llc Bend OR 01/2018 05/2025
Wells Fargo Advisors Financial Network, Llc Bend OR 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-04
S63 Uniform Securities Agent State Law Examination 2018-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-06-04
  • S63 Uniform Securities Agent State Law Examination
    2018-05-14
Other Names
  • Aaron Phelps

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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