Sherry
Freel
Wells Fargo Investment Institute, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Sherry Freel is a chartered financial analyst working out of Jacksonville, Florida with 1 year of industry experience. Freel is currently employed by Wells Fargo Investment Institute, Inc. Over the course of their career, Freel has held roles at Wells Fargo Investment Institute, Inc and Wells Fargo Bank. Freel is registered to advise clients in Florida. Wells Fargo Investment Institute, Inc is a financial advisory firm based out of Charlotte, NC. It has offices in 38 locations and a total of 264 people on staff. It has $38 billion in total assets among its 24,240 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 289 charitable organizations. Of its 24,240 customer accounts, 94% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Wells Fargo Investment Institute, Inc performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on the type of financial services offered. Fee types billed by Wells Fargo Investment Institute, Inc likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Sherry Freel Work History
Sherry has been registered as a financial advisor for 1 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sherry Freel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wells Fargo Investment Institute, Inc
Charlotte, NC
Beverly Hills, CA
Dallas, TX
Charlotte, NC
Charlotte, NC
Jacksonville, FL
Minneapolis, MN
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
