BFC Planning
47yrs
Top advisor by experience in Cedar Rapids
New
Crystal Everett
Financial advisor at Wells Fargo Advisors
Crystal Everett is a fiduciary financial advisor in Cedar Rapids, Iowa, registered since Jul 2026. Crystal joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 456 advisors with offices in Cedar Rapids, and one of 424 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office303 3rd Avenue SE, Cedar Rapids, IA 52401
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Crystal
Tailored to Crystal’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Crystal
How do I contact Crystal?
Call Wells Fargo Advisors at 314-875-3000 and ask for Crystal Everett. Crystal works from the Cedar Rapids, IA office.
How long has Crystal been a financial advisor?
Crystal is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Crystal hold?
Series 66. Tap any license on this page to see what it allows.
Is Crystal a fiduciary?
Crystal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Crystal paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Crystal 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.
Other advisors nearby
BFC Planning
46yrs
Top 1% by experience nationwide
Nations Financial Group
46yrs
Top 1% by experience nationwide
BFC Planning
45yrs
Top 1% by experience in Cedar Rapids
BFC Planning
45yrs
Top 1% by experience in Cedar Rapids
BFC Planning
45yrs
Top 1% by experience in Iowa