Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Vaughn Scheerer is a financial advisor with over 20 years of experience in the industry. Ian is currently registered with Wells Fargo Clearing Services, LLC and has offices in RED WING, MN; NORTHFIELD, MN; ROCHESTER, MN; and MINNEAPOLIS, MN. Prior to joining Wells Fargo Clearing Services, LLC Ian worked for WELLS FARGO INVESTMENTS, LLC and ASSOCIATED INVESTMENT SERVICES, INC.. Ian holds a Series 7, Series 66, and SIE licenses. Ian has a long history of working with individuals, corporations, and other institutions. Ian is dedicated to providing personalized financial advice and investment strategies that meet each client's specific needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
12/01/2016 - Present
Wells Fargo Clearing Services, LLC (RED WING MN)
MN
08/01/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
WI
10/21/2003 - 12/01/2005
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
CA
12/13/2000 - 08/28/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
10/14/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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