William Stiles

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

• 09/2022 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 03/2022 → 09/2022
  Wells Fargo Advisors
  Dublin, OH
• 01/2021 → 11/2021
  Resolve Accounting Services
  Cincinnati, OH
• 09/2020 → 10/2020
  Barrio Tacos
  Columbus, OH
• 06/2020 → 08/2020
  Harris Teeter
  Cornelius, NC
• 06/2020 → 08/2020
  Lakeside Lawncare
  Huntersville, NC
• 05/2019 → 08/2019
  Donatos Pizza
  West Chester, OH
• 10/2018 → 04/2019
  Ohio State Recreational Sports
  Columbus, OH
• 06/2017 → 08/2017
  S.A.N.E.
  Hamilton, OH
• 08/2018 → 12/2021
  Ohio State University
  Columbus, OH
• 08/2014 → 05/2018
  Cincinnati Hills Christian Academy
  Deerfield Township, OH

Exams

• S66 Uniform Combined State Law Examination
  2023-05-16