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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-18 |
Branch Locations
7400 W 130Th St Stes 200 & 400, Overland Park, KS 66213 • United States
2445 Sw Wanamaker Rd Ste 100, Topeka, KS 66614 • United States
7400 W 130Th St Ste 400 [Yh-Rbo], Overland Park, KS 66213 • United States
7400 W 130Th St, Ste 400 [Ow-Rbo], Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Distributors, Inc | Shawnee Mission | KS | 12/2009 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 05/2026 | Present |
| Unemployed | Shawnee | KS | 04/2021 | 04/2022 |
| Braden's Hope For Childhood Cancer | Olathe | KS | 11/2019 | 11/2021 |
| Ubs Financial Services Inc | Leawood | KS | 04/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-19 |
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