Elton Eduardo Rodriguez

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

• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Janesville, WI
• 03/2024 → 04/2024
  Unemployed
  Beloit, WI
• 07/2023 → 03/2024
  Uber
  Madison, WI
• 08/2020 → 12/2023
  Uw-Madison
  Madison, WI
• 06/2023 → 07/2023
  Hard Rock Cafe
  West Hollywood, CA
• 04/2023 → 06/2023
  Uber
  West Hollywood, CA
• 01/2023 → 04/2023
  Bob's Discount Furniture
  Burbank, CA
• 10/2022 → 01/2023
  Uber
  Madison, WI
• 06/2022 → 10/2022
  American Income Life
  Madison, WI
• 01/2022 → 06/2022
  Chili's - Brinker International
  Madison, WI
• 01/2021 → 01/2022
  Unemployed
  Madison, WI
• 11/2020 → 01/2021
  Weiland Transportation
  Madison, WI
• 05/2019 → 11/2020
  Alphabet Inc
  Beloit, WI
• 08/2018 → 08/2019
  Uw-Madison
  Madison, WI
• 06/2018 → 05/2019
  Bmo Harris Bank
  Madison, WI
• 11/2017 → 06/2018
  Primerica
  Elgin, IL
• 04/2014 → 06/2018
  Beloit Memorial High School
  Beloit, WI

Other Businesses

PERFORMANCE AI, NOT INV RELATED, WISCONSIN, 12.5% OWNERSHIP, START: 8/5/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, YOU TUBE CHANNEL PASSIVELY OWNED.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-19

Other Names

• Elton Eduardo Rodriguez
• Elton Rodriguez