Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-06 |
| MN | RA | APPROVED | 2022-09-16 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Rapids | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 09/2022 | Present |
| Homemaking | Rockford | MI | 01/2022 | 09/2022 |
POWER OF ATTORNEY FOR FATHER; INV. RELATED; SAND LAKE, MI; START DATE 12/2019.; POWER OF ATTORNEY FOR SPOUSE, INV RELATED; ROCKFORD, MI; START DATE 1/2022.; TRUSTEE FOR FATHER, INV RELATED, SAND LAKE, MI, START: 10/16/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-11 |
Reach out to this advisor