Brianna Robb

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 → 11/2021
  Wells Fargo Clearing Services, Llc
  Lone Tree, CO
• 05/2015 → Present
  Wells Fargo Bank, Na
  Lone Tree, CO
• 05/2022 → Present
  Wells Fargo Clearing Services, Llc
  Lone Tree, CO

Other Businesses

AIRCRAFT CYLINDERS & ENGINES LLC, NOT INV RELATED, GREELEY, CO, AUTHORIZED SIGNER, START 6/15/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ASSISTING WITH PAYROLL FOR PARENT'S BUSINESS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-02

Other Names

• Brianna Pauline Folchert