Todd Michael Edwards

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Des Moines, IA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Des Moines, IA

Previous Registrations

• 2009-10-23 → 2015-05-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Urbandale, IA
  Overland Park, KS
  West Des Moines, IA
  Leawood, KS
• 2004-03-19 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Overland Park, KS
  Urbandale, IA

Exams

• S66 Uniform Combined State Law Examination
  2004-03-18
• S63 Uniform Securities Agent State Law Examination
  2000-10-05

Designations

• Certified Financial Planner