Timothy John Leonard

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Chicago, IL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL

Previous Registrations

• 1999-05-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Westlake, OH
  Westlake, OH
  St. Louis, MO

Other Businesses

HOLY NAME HIGH SCHOOL, INVT RELATED, PARMA HTS, OH, FINANCE COMMITTEE, START DATE 11/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS INCREASING ENROLLMENT, DONOR GIVING, TEACHER SALARIES, EXPENSES AND CAPITAL IMPROVEMENTS TO THE BUILDING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Other Names

• Timothy Leonard