Stephanie Tenborg

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

• 04/2018 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 07/2023 → Present
  Wag
  Aliso Viejo, CA
• 11/2020 → 10/2021
  Baekjeong
  Irvine, CA
• 03/2017 → 06/2018
  Bru
  Lake Forest, CA
• 03/2015 → 03/2020
  Mimis Cafe
  Lake Forest, CA
• 03/2016 → 02/2017
  Brio
  Irvine, CA
• 06/2014 → 11/2016
  Right Place Mens Grooming
  Irvine, CA

Other Businesses

Wag No No address Dog walker and dog sitter 07/2023 10 hours maximum a month not during business hours. Will walk dogs outside of business hours. walking, sitting, checking in on dogs.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-27