Hank Clayton

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2023-03-03
  Wells Fargo Clearing Services, Llc
  Lake Oswego, OR
  Aloha, OR
  Portland, OR
  Lake Oswego, OR
  Vancouver, WA
  Portland, OR
  Lake Oswego, OR
• 2008-02-11 → 2011-01-03
  Wells Fargo Investments, Llc
  Aloha, OR
  Portland, OR
  Portland, OR
  Lake Oswego, OR
  Portland, OR
  Portland, OR
• 2005-09-07 → 2008-01-30
  Phillips & Company
  Portland, OR
  Portland, OR

Other Businesses

WILLAMETTE CASCADE WEALTH MANAGEMENT, LLC, INVT RELATED, LAKE OSWEGO, OR, 20% OWNERSHIP, START DATE 3/3/2023, 160 HRS PER MONTH, 80 HRS DURING TRADING, FINET PRACTICE. BR CLAYTON HOLDINGS, INVT RELATED, PORTLAND, OR, 100% OWNERSHIP, START DATE 3/3/2023, 160 HRS PER MONTH, 80 HRS DURING TRADING, FINET PRACTICE. BUCKMAN CONSTRUCTION AND DEVELOPMENT LLC, INV RELATED, WEST LINN, OR, 50% OWNERSHIP, 4 HRS PER MONTH, 0 HRS DURING TRADING, REMODEL AND CONSTRUCTION;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-26
• S63 Uniform Securities Agent State Law Examination
  2003-10-08

Other Names

• Hank Matthew Clayton