Blaise Poupore

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

• 07/2019 → 09/2023
  U.S. Bancorp Investments, Inc.
  St. Paul, MN
• 05/2018 → 07/2019
  Fis, Inc.
  Woodbury, MN
• 03/2017 → 11/2017
  The Retrofit Companies
  Owatonna, MN
• 08/2012 → 03/2017
  Uppertown Maintenance
  St. Paul, MN
• 12/2017 → 04/2018
  Unemployed
  St. Paul, MN
• 10/2023 → 10/2024
  J.P. Morgan Securities Llc
  Chaska, MN
• 10/2023 → 10/2024
  Jpmorgan Chase Bank, N.A.
  Chaska, MN
• 05/2018 → 07/2019
  Fidelity National Information Services, Inc
  St Paul, MN
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN

Previous Registrations

• 2023-10-06 → 2024-09-27
  J.P. Morgan Securities Llc
  Chaska, MN
  Shakopee, MN
  Chaska, MN
  Plymouth, MN
• 2021-11-05 → 2023-10-04
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  2019-11-21

Other Names

• Blaise D Poupore
• Blaise Poupore
• Blaise David Poupore