Paula J Robinson

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

• 12/2005 → Present
  Wells Fargo Bank, N.A.
  Bllomington, MN
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Bloomington, MN
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Bloomington, MN

Previous Registrations

• 2006-06-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Bloomington, MN
  Saint Paul, MN
  Saint Paul, MN
• 2004-11-05 → 2005-11-28
  Invest Financial Corporation
  Edina, MN
• 2003-05-22 → 2004-06-08
  Wells Fargo Investments, Llc
  St Paul, MN

Other Businesses

MARY, MOTHER OF THE CHURCH, INVT RELATED, BURNSVILLE, MN, FINANCE AND PERSONNEL COUNCIL MEMBER, START DATE 5/1/2015, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTEND MEETINGS TO DISCUSS CHURCH FINANCIALS AND TAKE MINUTES.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-17

Other Names

• Paula Jeanne Cole
• Paula Jeanne Nelson