Eric Todd Nager

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

• 09/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Scottsdale, AZ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ

Previous Registrations

• 2009-10-23 → 2011-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Sun City West, AZ
  Scottsdale, AZ
  Sun City West, AZ
• 2002-08-15 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Scottsdale, AZ
  Surprise, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Payson, AZ
  Sun City West, AZ
  Sun City West, AZ

Other Businesses

RENTAL PROPERTY, INV RELATED, PINE, AZ; 100% OWNERSHIP WITH SPOUSE; START: 10/26/2014, HOURS: 0 PER MONTH - 0 DURING TRADING, DUTIES: LANDLORD. HORSE STALL RENTAL/BOARDING; NOT INV RELATED; CAVE CREEK, AZ; 100% OWNERSHIP WITH SPOUSE; START 2/1/2016; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES, HANDLED BY SPOUSE. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; SCOTTSDALE, AZ; START DATE 12/31/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. TRUSTEE OF MOTHER'S TRUST; INV. RELATED; SCOTTSDALE, AZ; START DATE 12/31/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-22
• S63 Uniform Securities Agent State Law Examination
  1992-02-18