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Kevin Francis Schultz

Wells Fargo Clearing Services, LLC

Bloomington, MN

Tacoma, WA

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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
MN RA APPROVED 2026-07-08
TX RA APPROVED 2026-07-08
  • MN RA
    APPROVED
    Since 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

7900 Xerxes Ave S 10Th Fl [Gg-Rbo], Bloomington, MN 55431 • United States

1201 Pacific Ave, Tacoma, WA 98402 • 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 Bloomington MN 04/2026 Present
Wells Fargo Bank, N. A. Bloomington MN 07/2018 Present
Bmo Bank Minneapolis MN 02/2017 07/2018
U.S. Trust Minneapolis MN 08/2013 02/2017
  • 04/2026 → Present
    Wells Fargo Clearing Services, Llc
    Bloomington, MN
  • 07/2018 → Present
    Wells Fargo Bank, N. A.
    Bloomington, MN
  • 02/2017 → 07/2018
    Bmo Bank
    Minneapolis, MN
  • 08/2013 → 02/2017
    U.S. Trust
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-08
S65 Uniform Investment Adviser Law Examination 2006-07-31
S63 Uniform Securities Agent State Law Examination 1996-04-04
  • S66 Uniform Combined State Law Examination
    2026-07-08
  • S65 Uniform Investment Adviser Law Examination
    2006-07-31
  • S63 Uniform Securities Agent State Law Examination
    1996-04-04
Other Names
  • Kevin Francis Schultz
  • Kevin Schultz

View on SEC IAPD

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