Ross Clark Udell

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

• 06/2021 → 03/2024
  Wells Fargo Clearing Services, Llc
  Maple Grove, MN
• 12/2019 → 03/2024
  Wells Fargo Bank, Na
  Maple Grove, MN
• 09/2015 → 10/2019
  Youth With A Mission San Diego Bja
  Chula Vista, CA
• 07/2018 → 09/2020
  Grand Canyon University
  Phoenix, AZ
• 03/2024 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Paul, MN
• 04/2024 → 04/2025
  Bank Of America, N.A.
  Saint Paul, MN
• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Buffalo, MN
• 04/2025 → Present
  Wells Fargo Bank, Na
  Buffalo, MN

Previous Registrations

• 2024-04-08 → 2025-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Paul, MN
  Farmington Hills, MI
  Coon Rapids, MN
  Coon Rapids, MN
  Minnetonka, MN
• 2021-11-17 → 2024-03-27
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Maple Grove, MN
  Duluth, MN
  Plymouth, MN
  Wayzata, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17

Other Names

• Ross Clark Udell
• Ross Udell
• Ross C Udell