Bradley Glenn Garnett

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

• 06/2016 → 12/2019
  Jp Morgan Securties Llc
  Houston, TX
• 06/2016 → 12/2019
  Jp Morgan Chase Bank
  Houston, TX
• 12/2019 → 02/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2019 → 02/2022
  Cuna Mutual Group
  Waverly, IA
• 02/2022 → 04/2025
  Pnc Investments Llc
  Humble, TX
• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX

Previous Registrations

• 2022-02-16 → 2025-04-25
  Pnc Wealth Management Llc
  Kingwood, TX
  Kingwood, TX
  Kingwood, TX
  Tomball, TX
  Baytown, TX
  Humble, TX
  Crosby, TX
  Spring, TX
  Cypress, TX
  Houston, TX
• 2020-08-12 → 2022-02-11
  Cuna Brokerage Services, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-07-08

Other Names

• Brad Glenn Garnett
• Brad Garnett