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Bradford William Morrison

Wells Fargo Clearing Services, LLC

Blaine, MN

Minneapolis, MN

CRD 6047070

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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
MN RA APPROVED 2014-01-22
  • MN RA
    APPROVED
    Since 2014-01-22

Branch Locations

12120 Aberdeen St Ne, Blaine, MN 55449 • United States

90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • 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 Bank Na Blaine MN 11/2012 Present
Wells Fargo Advisors Llc Blaine MN 04/2013 11/2016
Wells Fargo Clearing Services, Llc Blaine MN 11/2016 Present
  • 11/2012 → Present
    Wells Fargo Bank Na
    Blaine, MN
  • 04/2013 → 11/2016
    Wells Fargo Advisors Llc
    Blaine, MN
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Blaine, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-01
  • S63 Uniform Securities Agent State Law Examination
    2012-06-01
Other Names
  • Bradford William Morrison
  • Bradford Morrison
  • Brad Morrison

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLAINE, MN
EDWARD JONES · BLAINE, MN
THRIVENT INVESTMENT MANAGEMENT INC. · BLAINE, MN

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