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Mathew Bradford Halvorson

Wells Fargo Clearing Services, LLC

Omaha, NE

Omaha, NE

CRD 8055947

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-06-25
  • NE RA
    APPROVED
    Since 2025-06-25

Branch Locations

18030 R Plz, Omaha, NE 68135 • United States

13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Omaha NE 03/2025 Present
Wells Fargo Bank, Na Omaha NE 07/2024 Present
Success Lending Schaumburg IL 10/2023 07/2024
First National Bank Of Omaha Omaha NE 05/2023 01/2024
University Of Nebraska At Omaha Omaha NE 07/2020 05/2023
South Mountain Community College Phoenix AZ 07/2018 07/2020
Red River High School Grand Forks ND 08/2014 07/2018
  • 03/2025 → Present
    Wells Fargo Clearing Services, Llc
    Omaha, NE
  • 07/2024 → Present
    Wells Fargo Bank, Na
    Omaha, NE
  • 10/2023 → 07/2024
    Success Lending
    Schaumburg, IL
  • 05/2023 → 01/2024
    First National Bank Of Omaha
    Omaha, NE
  • 07/2020 → 05/2023
    University Of Nebraska At Omaha
    Omaha, NE
  • 07/2018 → 07/2020
    South Mountain Community College
    Phoenix, AZ
  • 08/2014 → 07/2018
    Red River High School
    Grand Forks, ND
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2025-05-30
Other Names
  • Mathew B Halvorson

View on SEC IAPD

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