Joseph Daniel Ludwinski

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

• 04/2023 → Present
  Wells Fargo Bank, Na
  Highland Village, TX
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Highland Village, TX
• 09/2021 → 04/2023
  Doordash
  Denton, TX
• 01/2019 → 09/2021
  Dominos Pizza
  Allen, TX
• 02/2017 → 12/2018
  Eclair Bistro
  Mckinney, TX
• 08/2013 → 05/2017
  Homeschool Student
  Fairview, TX
• 08/2017 → 08/2019
  Collin County Community College
  Plano, TX
• 08/2019 → 12/2022
  University Of North Texas
  Denton, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-27
• S63 Uniform Securities Agent State Law Examination
  2025-09-30

Other Names

• Joey Daniel Ludwinski