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Michael Kevin Ehrhardt

Wells Fargo Clearing Services, LLC

Pagosa Springs, CO

Denver, CO

CRD 7249481

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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
CO RA APPROVED 2020-10-06
  • CO RA
    APPROVED
    Since 2020-10-06

Branch Locations

50 Harman Park Dr, Pagosa Springs, CO 81147 • United States

1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • 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 Clearing Services, Llc Durango CO 04/2020 Present
Wells Fargo Bank, Na Durango CO 11/2002 Present
Other Businesses

TBD LLC, INV RELATED, PAGOSA SPRINGS, CO, 100% OWNERSHIP, START: 4/1/24, 20 HRS PER MONTH, 0 HRS DURING TRADING, FLY FISHING GUIDE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-06
  • S66 Uniform Combined State Law Examination
    2020-10-06
Other Names
  • Michael Ehrhardt

View on SEC IAPD

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