Ryan Edward Winkler

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

• 08/2024 → Present
  Wells Fargo Bank, Na
  Madison, TN
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Madison, TN
• 09/2023 → 07/2024
  Cabinet Factory Outlet Plus
  Omaha, NE
• 05/2022 → 06/2023
  Union Pacific Railroad
  Omaha, NE
• 10/2021 → 05/2022
  Ruffalo Noel Levitz- Nebraska Alumni Center
  Lincoln, NE
• 05/2020 → 08/2021
  Best Cut
  Papillion, NE
• 08/2015 → 05/2019
  Papillion Lavista South High School
  Papillion, NE
• 08/2019 → 05/2020
  University Of Nebraska Omaha
  Omaha, NE
• 08/2020 → 12/2020
  Southeast Cc
  Lincoln, NE
• 01/2021 → 05/2023
  University Of Nebraska Lincoln
  Lincoln, NE
• 07/2023 → 09/2023
  Unemployed
  Papillion, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25
• S63 Uniform Securities Agent State Law Examination
  2026-02-02