Wells Fargo Advisors
32yrs
Top 8% by experience in Colorado
15yrs
Steven Edward Hauser
Financial advisor at Wells Fargo Advisors
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors in Colorado
Office78515 US Hwy 40, Winter Park, CO 80482
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2024U.s. Bancorp Investments, Inc.Previously
- 2015 – 2021Wells Fargo Clearing Services, LLCPreviously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- 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 Steven
How do I contact Steven?
Call Wells Fargo Advisors at 314-875-3000 and ask for Steven Edward Hauser. Steven works from the Winter Park, CO office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2011, about 15 years. More experience than 57% of advisors in Colorado.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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