Taylor M Ohl

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

• 02/2014 → 02/2018
  Wells Fargo Bank, Na
  Las Vegas, NV
• 10/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Las Vegas, NV
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV
• 10/2020 → 06/2021
  Nylife Securities Llc
  Reno, NV
• 08/2020 → 06/2021
  New York Life Insurance Co
  Reno, NV
• 01/2019 → 08/2020
  Unemployed
  Gardnerville, NV
• 08/2018 → 01/2019
  Wells Fargo Advisors
  Las Vegas, NV
• 06/2021 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Tahoe, CA
• 07/2021 → 10/2024
  Bank Of America, N.A.
  Lake Tahoe, CA
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Reno, NV

Previous Registrations

• 2021-08-11 → 2024-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  South Lake Tahoe, CA
  New York, NY
  South Lake Tahoe, CA
  Minden, NV
  South Lake Tahoe, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-02-16

Other Names

• Taylor Ohl
• Taylor Michael Ohl