Alexander Scott Elger

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

• 08/2008 → Present
  Loyola University Chicago
  Chicago, IL
• 10/2011 → 11/2017
  Robert W. Baird
  Peoria, IL
• 11/2017 → Present
  Wells Fargo Clearing Services Llc
  Peoria, IL

Previous Registrations

• 2012-07-30 → 2017-11-30
  Robert W. Baird & Co. Incorporated
  Peoria Heights, IL

Other Businesses

PEORIA PUBLIC SCHOOL FOUNDATION, INV RELATED, PEORIA, IL, TREASURER, START 6/7/2023, 1 HOUR PER MONTH, .5 HOURS DUIRNG TRADING, ZERO HOURS DURING TRADING, RECONCILE BANK STATEMENTS WITH BALANCE SHEET. ST. VINCENT DE PAUL SCHOOL; NON-INVESTMENT RELATED; PEORIA, IL; ATHLETIC DIRECTOR; START DATE 8/13/25; 20 HOURS A MONTH 0 DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2012-07-28