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Corey Kelva

Wells Fargo Clearing Services, LLC

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About Corey Kelva

Corey Kelva is an investment advisor representative with Wells Fargo Clearing Services, LLC. Corey has been in the industry for over 10 years, and has experience in the financial services industry, specializing in securities, investments, financial planning, and portfolio management. Corey has held positions with Wells Fargo Clearing Services, LLC in both St. Louis, MO and Chicago, IL. Corey is registered with the state of Illinois and holds Series 7, Series 9, Series 10, Series 24, and Series 66 licenses.

Firm Information

Corey Kelva 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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Corey Kelva’s Registration & Firm History

MI

01/27/2025 - Present

Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)

IL

01/26/2022 - 12/14/2022

WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)

MO

09/30/2020 - 08/31/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/19/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 09/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Kelva.
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