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Alec Adelman

Wells Fargo Clearing Services, LLC

Golden Valley, MN

Minneapolis, MN

CRD 7279849

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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
MN RA APPROVED 2025-03-18
TX RA APPROVED 2025-03-18
  • MN RA
    APPROVED
    Since 2025-03-18
  • TX RA
    APPROVED
    Since 2025-03-18

Branch Locations

600 Wisconsin Ave N, Golden Valley, MN 55427 • United States

90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • 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
Ameriprise Financial Services Llc Minneapolis MN 07/2020 03/2025
University Of St. Thomas St Paul MN 08/2016 05/2020
Unemployed St Paul MN 05/2020 07/2020
Coborns St. Cloud MN 06/2016 09/2018
Onemain Financial Woodbury MN 04/2019 04/2020
Wells Fargo Clearing Services, Llc Minneapolis MN 03/2025 Present
  • 07/2020 → 03/2025
    Ameriprise Financial Services Llc
    Minneapolis, MN
  • 08/2016 → 05/2020
    University Of St. Thomas
    St Paul, MN
  • 05/2020 → 07/2020
    Unemployed
    St Paul, MN
  • 06/2016 → 09/2018
    Coborns
    St. Cloud, MN
  • 04/2019 → 04/2020
    Onemain Financial
    Woodbury, MN
  • 03/2025 → Present
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-05
  • S66 Uniform Combined State Law Examination
    2020-10-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
EVEREST FINANCIAL GROUP
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

ERLE BEAN SAVAGE
DAVID JAY GOLDENBERG
MICHAEL J SCHUMACHER

Nearby Offices

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC · GOLDEN VALLEY, MN
EVEREST FINANCIAL GROUP · MINNEAPOLIS, MN
THRIVENT INVESTMENT MANAGEMENT INC. · GOLDEN VALLEY, MN

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