Daniel Robert Tenney

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

• 02/2015 → 08/2017
  Scottrade
  Bloomington, MN
• 08/2017 → Present
  Wells Fargo Clearing Services
  Minneapolis, MN
• 08/2017 → Present
  Wells Fargo Bank
  Minneapolis, MN

Previous Registrations

• 2016-10-06 → 2017-08-21
  Scottrade Investment Management
  Saint Louis, MO
• 2011-12-20 → 2015-01-06
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Roseville, MN
  Charlotte, NC
  Charlotte, NC
• 2011-01-03 → 2011-11-07
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2008-08-01 → 2011-01-03
  Wells Fargo Investments, Llc
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-24
• S63 Uniform Securities Agent State Law Examination
  2007-09-14