Melinda E Marohl

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

• 04/2005 → 11/2018
  Wells Fargo Funds Distributor, Llc
  Menomonee Falls, WI
• 09/2019 → 07/2023
  Morgan Stanley
  Waukesha, WI
• 11/2018 → 09/2019
  Unemployed
  Menomonee Falls, WI
• 07/2023 → Present
  Wells Fargo Clearing Services, Llc
  Waukesha, WI

Previous Registrations

• 2019-10-23 → 2023-08-03
  Morgan Stanley
  Waukesha, WI

Exams

• S66 Uniform Combined State Law Examination
  2019-10-23
• S63 Uniform Securities Agent State Law Examination
  1996-11-26

Other Names

• Mindy Marohl
• Melinda Em Marohl