Brandon B Knutson

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

• 11/2011 → 08/2017
  Notre Dame Federal Credit Union
  Mishawaka, IN
• 05/2014 → 08/2017
  Cetera Advisor Networks
  El Segundo, CA
• 08/2017 → Present
  Wells Fargo Clearing Services Llc
  Miamisburg, OH

Previous Registrations

• 2015-06-02 → 2017-08-21
  Cetera Wealth Services, Llc
  Mishawaka, IN
  Crystal Lake, IL
  Mishawaka, IN

Other Businesses

EXECUTIR FOR COUSIN'S ESTATE; INV RELATED; LOUISVILLE, KY; EXECUTOR; 05/2025; 10 HOURS PER MONTH; 0 DURING TRADING; ADMINISTER AND DISTRIBUTE THE ESTATE OF COUSIN

Exams

• S66 Uniform Combined State Law Examination
  2015-05-19
• S63 Uniform Securities Agent State Law Examination
  2014-07-31