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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| OR | RA | APPROVED | 2026-02-23 |
| WA | RA | APPROVED | 2026-02-23 |
Branch Locations
1300 Sw 5Th Ave 15Th Fl [Oo-Rbo], Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Portland | OR | 07/2015 | 09/2025 |
| Wells Fargo Clearing Services | Portland | OR | 10/2021 | 09/2025 |
| Wealth Enhancement Group | Battle Ground | WA | 10/2025 | 02/2026 |
| Wealth Enhancement Brokerage Services | Battle Ground | WA | 10/2025 | 02/2026 |
| Wealth Enhancement Advisory Services | Battle Ground | WA | 10/2025 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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