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Anna Reichenberger

Wells Fargo Clearing Services, LLC

Bloomington, MN

CRD 7576280

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
MN RA APPROVED 2024-10-09
  • TX RA
    APPROVED
    Since 2024-12-04
  • MN RA
    APPROVED
    Since 2024-10-09

Branch Locations

8500 Normandale Lake Blvd Ste 1710, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Bloomington MN 08/2024 Present
Wells Fargo Advisors - Contingent Bloomington MN 05/2023 08/2024
Lululemon Edina MN 10/2023 06/2024
University Of Minnesota Minneapolis MN 09/2020 05/2024
Wells Fargo Minneapolis MN 06/2022 08/2022
Iron Tap Waconia MN 12/2019 06/2021
Waconia High School Waconia MN 09/2016 05/2020
Unemployed Waconia MN 01/2014 09/2016
  • 08/2024 → Present
    Wells Fargo Clearing Services, Llc
    Bloomington, MN
  • 05/2023 → 08/2024
    Wells Fargo Advisors - Contingent
    Bloomington, MN
  • 10/2023 → 06/2024
    Lululemon
    Edina, MN
  • 09/2020 → 05/2024
    University Of Minnesota
    Minneapolis, MN
  • 06/2022 → 08/2022
    Wells Fargo
    Minneapolis, MN
  • 12/2019 → 06/2021
    Iron Tap
    Waconia, MN
  • 09/2016 → 05/2020
    Waconia High School
    Waconia, MN
  • 01/2014 → 09/2016
    Unemployed
    Waconia, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09

View on SEC IAPD

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PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
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