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Firm Information

Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.

Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (49)

WELLS FARGO CLEARING SERVICES, LLC has a total of 49 branch locations across the country.

Advisors at Wells Fargo Clearing Services, LLC

View All 17168 Advisors

Kyle Lee Hanlon

CFP®, RA

CHESTERFIELD, MO

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Gregory Scott Boggs

BRISTOL, VA

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Paul Alexander Kassolis

NAPLES, FL

TARPON SPRINGS, FL

SUMMIT, NJ

Samuel Riedy Timmerman

GREEN BAY, WI

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Geoffrey Steven Dettlinger

CFP®, RA

WALNUT CREEK, CA

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Sean Andrew Sablan

ANCHORAGE, AK

View Profile

View All 17168 Advisors

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Disclosures

There are 3 public disclosures for Wells Fargo Clearing Services, LLC. Review regulatory record here.

Frequently Asked Questions (11)

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Wells Fargo Clearing Services, LLC

Headquartered in ST. LOUIS, MO

When are you planning to retire?

Are you with Wells Fargo Clearing Services, LLC?

Are you a financial advisor?

Firm Information

Wells Fargo Clearing Services, LLC

$558.46B

Assets Under Management

5,927

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

investment consulting services to institutional clients

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Wells Fargo Clearing Services, LLC

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (11)

Helpful Articles

When are you planning to retire?

Are you with Wells Fargo Clearing Services, LLC?

Are you a financial advisor?

Helpful Articles

Wells Fargo Clearing Services, LLC

Headquartered in ST. LOUIS, MO

When are you planning to retire?

Are you with Wells Fargo Clearing Services, LLC?

Are you a financial advisor?

Firm Information

Wells Fargo Clearing Services, LLC

$558.46B

Assets Under Management

5,927

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

investment consulting services to institutional clients

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (49)

Advisors at Wells Fargo Clearing Services, LLC

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (11)

What kind of firm is Wells Fargo Advisors?

When was Wells Fargo Advisors formed?

Where is Wells Fargo Advisors headquartered?

What services does Wells Fargo Advisors offer?

How much money does Wells Fargo Advisors manage?

Is Wells Fargo Advisors registered with the SEC?

How many employees does Wells Fargo Advisors have?

What types of clients does Wells Fargo Advisors serve?

Does Wells Fargo Advisors participate in wrap fee programs?

What are some of the disclosures associated with Wells Fargo Advisors?

What is Wells Fargo Advisors' SEC number?

Helpful Articles

When are you planning to retire?

Are you with Wells Fargo Clearing Services, LLC?

Are you a financial advisor?

Helpful Articles