David Bradley Wendel

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

• 09/2015 → 09/2018
  Charles Schwab & Co., Inc.
  Wayzata, MN
• 09/2015 → 09/2018
  Charles Schwab Bank
  Wayzata, MN
• 09/2018 → Present
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN

Previous Registrations

• 2016-10-07 → 2018-08-16
  Charles Schwab & Co., Inc.
  Wayzata, MN
  Wayzata, MN
  Minneapolis, MN

Other Businesses

EBAY MECHANICAL PARTS SALES; NOT INVESTMENT RELATED; HAMEL,MN; 100% OWNERSHIP; START DATE 09/14/2018; NUMBER OF HOURS PER MONTH 16; NUMBER OF HOURS DURING TRADING 0; OWNER. MIDWESTS OEM, LLC, NOT INVT RELATED, HAMEL, MN, 100% OWNERSHIP, START DATE 7/1/2020, 16 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-07