Andrew Jacob Santen

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

• 01/2013 → 11/2016
  Wells Fargo Advisors, Llc
  St. Louis, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

THE NICHOLAS P SAUER MEMORIAL FOUNDATION, NOT INVT RELATED, TROY, IL, BOARD OF DIRECTORS, START DATE 8/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, MAKING HIGH LEVEL DECISIONS ON ORGANIZATIONAL EVENTS AND HELP IDENTIFY WORTHY CAUSES FOR MONEY RAISED.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-04

Other Names

• Andrew Santen
• Drew Santen