Grant Wells
Advisor at Charles Schwab
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Charles Schwab
Location
Vandalia, IL
Credentials
Series 63, Series 66
Industry experience
3 years
Work history
Charles Schwab & Co., Inc.
2023 - Present (3 years)
Td Ameritrade, Inc.
2021 - 2023 (2 years)
County Market
2021 - 2022 (1 year)
The FNB Community Bank
2021 - 2021 (1 year)
County Market
2020 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2019 - 2020 (1 year)
Northwestern Mutual investment Services, LLC
2019 - 2020 (1 year)
County Market
2018 - 2019 (1 year)
Elite Events Services
2017 - 2018 (1 year)
Southern Illinois University Edwardsville
2016 - 2020 (4 years)
Student
2013 - 2016 (3 years)
County Market
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")