Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
30yrs
Based in Salt Lake City, Utah, Brian Robison is a fiduciary financial advisor with 30 years of industry experience. Brian has been with Wells Fargo Advisors since 2011; before that, Brian spent two years at Chase Investment Services and five years at Wamu Investments. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 10% by experience in Salt Lake City
Office299 S Main St 7th Floor [Mk/Me-Rbo], Salt Lake City, UT 84111
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2011Chase Investment Services Corp.Previously
- 2004 – 2009Wamu Investments, Inc.Previously
- Feb 2003 – Oct 2003Zions Direct, Inc.Previously
Contact Brian
Local office(385) 415-7900Ask for Brian. (314) 875-3000Main office · St. Louis, MO 299 S Main St 7th Floor [Mk/Me-Rbo]Salt Lake City, UT 84111Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (385) 415-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Brian Robison.
How long has Brian been a financial advisor?
Brian has been in the industry since 1997, about 30 years. Top 10% by experience in Salt Lake City.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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