Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
15yrs
Robert Grasing
Financial advisor at Wells Fargo Advisors
Based in Boulder, Colorado, Robert Grasing is a fiduciary financial advisor with 15 years of industry experience. Robert joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 451 advisors with offices in Boulder, and one of 402 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors in Colorado
Office1155 Canyon Blvd Suite 210, Boulder, CO 80302
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2012 – 2023Wells Fargo Clearing Services, LLCPreviously
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (303) 441-0600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Grasing.
How long has Robert been a financial advisor?
Robert has been in the industry since 2011, about 15 years. More experience than 57% of advisors in Colorado.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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