Clint A Markin

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Eau Claire, WI
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Eau Claire, WI

Other Businesses

NOTARY; INVESTMENT RELATED; EAU CLAIRE, WI; START DATE 2006; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. MARKIN FOUNDATION, INC; NOT INVESTMENT RELATED; EAU CLAIRE,WI; SECRETARY; START DATE 05/21/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE MUSEUM, MARKETING, AND MEMORABILIA. AMERICAN FOUNDATION FOR SUICIDE PREVENTION ; NOT INV RELATED;NEW YORK,NY; SUICIDE PREVENTION; FUNDRAISING EVENT COMMITTEE MEMBER; START DATE: 7/23/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-05

Designations

• Certified Financial Planner