Brian Michael Pelling

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

• 05/2016 → 03/2018
  Dv Trading
  Chicago, IL
• 03/2018 → 07/2018
  Unemployed
  Western Springs, IL
• 08/2018 → 10/2018
  Geneos Wealth Management
  Orland Park, IL
• 08/2018 → 10/2018
  Jwc Inc
  Orland Park, IL
• 10/2018 → 01/2019
  Geneos Wealth Management
  Homer Glen, IL
• 10/2018 → 01/2019
  Jwc Inc
  Homer Glen, IL
• 01/2019 → Present
  Wells Fargo Clearing Services Llc
  Woodstock, IL

Previous Registrations

• 2018-10-02 → 2019-01-22
  Geneos Wealth Management, Inc.
  Homer Glen, IL
• 2009-06-01 → 2009-08-03
  Morgan Stanley
  Oakbrook Terrace, IL
• 2006-10-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-05

Designations

• Chartered Financial Analyst

Other Names

• Brian Pellins
• Brian Michael Pellins