Brian Karl Steidinger

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

• 06/2011 → 11/2016
  Wells Fargo Advisors Llc
  Ft Worth, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Ft Worth, TX

Other Businesses

ACCOMPLISHED EXECUTIVES NETWORKING GROUP; NOT INV. RELATED; FT. WORTH,TX; START DATE 06/15/2009; NUMBER OF HOURS PER MONTH 24; NUMBER OF HOURS DURING TRADING 0; ORGANIZING MEMBERSHIP, MEETINGS, AND SPEAKERS. WHITE'S CHAPEL METHODIST CHURCH, INVT RELATED, SOUTHLAKE, TX, TREASURER, START DATE 4/22/2024, 30 MINUTES PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HANDLING THE COLLECTIONS AND RECORDS AND DISCUSSING FUNDING FOR SPECIAL PROJECTS AND COMMUNITY SERVICE.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16