Miguel Montejano

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

• 02/2015 → 06/2024
  Td Ameritrade, Inc.
  Southlake, TX
• 12/2022 → 10/2024
  Charles Schwab And Co., Inc.
  Southlake, TX
• 02/2021 → 06/2024
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc (
  Fort Worth, TX

Previous Registrations

• 2022-01-27 → 2024-10-01
  Charles Schwab & Co., Inc.
  Southlake, TX
• 2015-04-10 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Southlake, TX
• 2015-04-10 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Omaha, NE
  Southlake, TX
  Omaha, NE

Other Businesses

RENTAL PROPERTY; INV RELATED; FRANKLIN, TX; 100% OWNERSHIP; START DATE 12/1/2021; 5 HRS PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. MONTEJANO ENTERPRISE LLC; INV RELATED; FRANKLIN, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 12/20/2021; 20 HRS PER MONTH; 0 DURING TRADING; OWNERSHIP OF REALESTATE ASSETS. TEJANO CATTLE COMPANY; NOT INV RELATED; CROCKETT, TX; 100% OWNERSHIP; SOLE PROPRIETORSHIP; START DATE 1/1/2012; 20 HRS PER MONTH; 0 DURING TRADING; OWNERSHIP OF FAMILY CATTLE RANCHING OPERATION.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09

Other Names

• Miguel Angel Montejano