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Bradley Alan Kirchner

Wells Fargo Clearing Services, LLC

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About Bradley Alan Kirchner

Bradley Kirchner is a financial professional with over 20 years of experience in the financial services industry. Bradley is currently registered with Wells Fargo Clearing Services, LLC. Bradley has held previous positions at Synovus Securities, Inc., Fifth Third Securities, Inc., Franklin/Templeton Distributors, Inc., AmSouth Investment Services, Inc., SunTrust Securities, Inc. and Provident Securities & Investment Company. Bradley holds Series 7, Series 63 and Series 66 securities licenses. Bradley specializes in providing financial advice to individuals, businesses and institutions.

Firm Information

Bradley Kirchner is currently registered with Wells Fargo Clearing Services, LLC. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Bradley Kirchner’s Registration & Firm History

FL

12/01/2022 - Present

Wells Fargo Clearing Services, LLC (CLEARWATER FL)

FL

10/24/2016 - 11/30/2022

SYNOVUS SECURITIES, INC. (TAMPA FL)

FL

08/04/2005 - 10/31/2016

FIFTH THIRD SECURITIES, INC. (PALM HARBOR FL)

CA

08/17/2004 - 07/19/2005

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

AL

04/03/2003 - 02/04/2004

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

GA

07/13/2000 - 10/11/2002

SUNTRUST SECURITIES, INC. (ATLANTA GA)

OH

09/25/1997 - 07/20/1999

PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 08/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Bradley Alan Kirchner. Review regulatory record here.
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