Shaun Eric Castro Ansueta

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

• 09/2006 → Present
  Wells Fargo Bank, N.A.
  Seattle, WA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Seattle, WA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Seattle, WA

Previous Registrations

• 2010-06-03 → 2011-01-03
  Wells Fargo Investments, Llc
  Seattle, WA
  Seattle, WA
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-01
• S63 Uniform Securities Agent State Law Examination
  2010-05-18

Other Names

• Shaun Eric Timmons
• Shaun Ansueta
• Shaun Ansueta
• Shaun Ansueta
• Shaun Ansueta