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Andrew James Wight

Wells Fargo Clearing Services, LLC

Omaha, NE

Omaha, NE

CRD 7282219

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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
NE RA APPROVED 2021-09-28
  • NE RA
    APPROVED
    Since 2021-09-28

Branch Locations

10010 Regency Cir, Omaha, NE 68114 • United States

13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • 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
Td Ameritrade Omaha NE 08/2020 11/2020
Wells Fargo Bellevue NE 10/2015 08/2020
Wells Fargo Bank, Na Bellevue NE 08/2021 Present
Wells Fargo Clearing Services, Llc Bellevue NE 08/2021 Present
First National Bank Of Omaha Omaha NE 01/2021 08/2021
  • 08/2020 → 11/2020
    Td Ameritrade
    Omaha, NE
  • 10/2015 → 08/2020
    Wells Fargo
    Bellevue, NE
  • 08/2021 → Present
    Wells Fargo Bank, Na
    Bellevue, NE
  • 08/2021 → Present
    Bellevue, NE
  • 01/2021 → 08/2021
    First National Bank Of Omaha
    Omaha, NE
Other Businesses

EASTERN NEBRASKA OFFICIALS ASSOCIATION (ENOA; INV RELATED;LINCOLN,NE; OFFICIAL; START DATE: 08/22/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-22
S63 Uniform Securities Agent State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2021-09-22
  • S63 Uniform Securities Agent State Law Examination
    2020-11-20
Other Names
  • Andrew James Wight
  • Aj Wight
  • Andrew J Wight

View on SEC IAPD

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