Kristina Irene Lewis

CRD 2831847 · Wells Fargo Advisors · Frontenac, MO

IA RegisteredBroker

Also appears in the source record as: Kristina Lewis; Kristina Irene Schlatweiler; Kristina Irene Triefeinbach

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 52TOSIESeries 7Series 53Series 9Series 10Series 24Series 63
Registered states (36): Alabama · Alaska · Arizona · Arkansas · California · Colorado · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (7)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Frontenac, MO · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Frontenac, MO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.
St Louis, MO · BC capacity

Oct 4, 2021 → Sep 6, 2025
Td Ameritrade, Inc.
Omaha, NE · BC capacity

Feb 26, 2018 → Dec 31, 2023
Scottrade, Inc.
St. Louis, MO · BC capacity

Feb 10, 2014 → Feb 26, 2018
Edward Jones
St Louis, MO · BC capacity

Mar 31, 2000 → Jul 17, 2013
Mercantile Investment Services, Inc.
St. Louis, MO · BC capacity

Feb 9, 1999 → Aug 27, 1999

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2831847 ↗ FINRA BrokerCheck record for CRD 2831847 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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