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Lynn Joy Anderson

Wells Fargo Clearing Services, LLC

Champaign, IL

CRD 5970857

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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
IL RA APPROVED 2015-05-11
  • IL RA
    APPROVED
    Since 2015-05-11

Branch Locations

2237 S Neil St, Champaign, IL 61820 • 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 Champagne IL 05/2015 11/2016
Wells Fargo Clearing Services, Llc Champagne IL 11/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-06
  • S66 Uniform Combined State Law Examination
    2011-12-06
Other Names
  • Lynn Joy Schumacher

View on SEC IAPD

Nearby Firms

LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC

Nearby Investors

Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER

Nearby Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL

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