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Advisors / Missouri / Frontenac
47yrs

Albert Theis

Financial advisor at Wells Fargo Advisors

Frontenac, MO 63131Top 1% by experience in MissouriFiduciary advisor
Call the officeDirections

At a glance

Experience47 years (since 1979)
How that compares ?Top 1% by experience in Missouri
Office10369 Clayton Rd, Frontenac, MO 63131
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 Investment Adviser Law Examination

Career

  1. 2011 – now
    Wells Fargo Clearing Services, LLCCurrent firm

Questions to ask Albert

Tailored to Albert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Albert

How do I contact Albert?

Call Wells Fargo Advisors at 314-875-3000 and ask for Albert Theis. Albert works from the Frontenac, MO office.

How long has Albert been a financial advisor?

Albert has been in the industry since 1979, about 47 years. Top 1% by experience in Missouri.

What licenses does Albert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Albert a fiduciary?

Albert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Albert paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Albert 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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