Conrad Anthony Sundqvistolmos

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

• 08/2022 → Present
  Wells Fargo Clearing Services, Llc
  Rolling Hills Estates, CA
• 04/2016 → 12/2016
  Kit And Ace
  Boston, MA
• 06/2018 → 08/2018
  Shinola
  Brooklyn, NY
• 06/2019 → 03/2020
  Terranea Resort
  Palos Verdes Estates, CA
• 10/2019 → 03/2020
  Maggiano's Little Italy
  Los Angeles, CA
• 08/2020 → 08/2022
  Freelance Production Coordinator/Lead Man
  Los Angeles, CA
• 04/2020 → 08/2020
  Unemployed
  Los Angeles, CA
• 09/2015 → 06/2019
  Full-Time Student Boston University
  Boston, MA

Other Businesses

NATIONAL LIFE GROUP; INV. RELATED; LOS ANGELES, CA; TRAIL COMMISSIONS; PREVIOUS LIFE INSURANCE POLICIES; START DATE 9/30/2022; 0 HRS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-18

Other Names

• Conrad Sundqvist-Olmos