Best Investors Account Sign in

Parker Scott Balfany

Wells Fargo Clearing Services, LLC

Minneapolis, MN

Arden Hills, MN

Claim This Profile
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
MN RA APPROVED 2022-09-20
  • MN RA
    APPROVED
    Since 2022-09-20

Branch Locations

90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States

1220 County Rd E W, Arden Hills, MN 55112 • 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 Minneapolis MN 07/2022 Present
Wells Fargo Bank, Na Minneapolis MN 07/2022 Present
Bankers Life Eagan MN 01/2022 06/2022
Us Bank Bloomington MN 06/2018 12/2021
Uptown Valet Minneapolis MN 06/2016 06/2018
Concordia University St. Paul MN 09/2016 05/2022
University Of North Dakota Grand Forks ND 08/2016 04/2017
Inverhills Community College Inver Grove Heights MN 09/2017 06/2020
Concordia University St. Paul MN 09/2020 05/2022
  • 07/2022 → Present
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
  • 07/2022 → Present
    Wells Fargo Bank, Na
    Minneapolis, MN
  • 01/2022 → 06/2022
    Bankers Life
    Eagan, MN
  • 06/2018 → 12/2021
    Us Bank
    Bloomington, MN
  • 06/2016 → 06/2018
    Uptown Valet
    Minneapolis, MN
  • 09/2016 → 05/2022
    Concordia University
    St. Paul, MN
  • 08/2016 → 04/2017
    University Of North Dakota
    Grand Forks, ND
  • 09/2017 → 06/2020
    Inverhills Community College
    Inver Grove Heights, MN
  • 09/2020 → 05/2022
    Concordia University
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-20
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-20
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26

View on SEC IAPD

Other Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS
THRIVENT FINANCIAL FOR LUTHERANS
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
VAN CLEMENS WEALTH MANAGEMENT, LLC
LOGAN PARK WEALTH MANAGEMENT

Other Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan
JAMES P MILEY
ROBYN MARY JOYNER
Cole Hendrickson Carter
Casey Mitchell
Jennifer Elizabeth Finn

Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor