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Natalie Marie Wedeking

Wells Fargo Clearing Services, LLC

Cedar Rapids, IA

CRD 2881915

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2011-06-20
  • IA RA
    APPROVED
    Since 2011-06-20

Branch Locations

303 3Rd Avenue Se, Cedar Rapids, IA 52401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Mason City IA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Mason City IA 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-06
S65 Uniform Investment Adviser Law Examination 1999-11-30
S63 Uniform Securities Agent State Law Examination 1997-07-18
  • S66 Uniform Combined State Law Examination
    2011-05-06
  • S65 Uniform Investment Adviser Law Examination
    1999-11-30
  • S63 Uniform Securities Agent State Law Examination
    1997-07-18
Other Names
  • Natalie Marie Beller

View on SEC IAPD

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Nearby Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA

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