Daniel Brian Vetter

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  El Dorado Hills, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  El Dorado Hills, CA

Previous Registrations

• 2004-04-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Sacramento, CA
  Folsom, CA
  Sacramento, CA
  Sacramento, CA
  Folsom, CA
  Folsom, CA
  Folsom, CA
  Folsom, CA
  Folsom, CA
• 1998-09-21 → 2004-04-14
  Banc Of America Investment Services, Inc.
  Roseville, CA

Other Businesses

DANIEL VETTER UMPIRE, NOT INV RELATED, EL DORADO HILLS, CA, 100% OWNERSHIP, START 6/10/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, YOUTH BASEBALL UMPIRE. BP ZONES; NOT INV. RELATED; SHINGLE SPRINGS, CA; 50% OWNERSHIP; MANUFACTURE, MARKET AND DELIVER BASEBALL STRIKE ZONES; START DATE 8/17/2018; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: PRODUCT DEVELOPMENT, MARKETING. SERRANO EL DORADO HOA, NOT INVT RELATED, EL DORADO HILLS, CA, OVERSIGHT COMMITTEE, START DATE 7/21/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS HOA PROJECTS.

Exams

• S66 Uniform Combined State Law Examination
  1998-05-21

Designations

• Certified Financial Planner