Michael Teleso

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

• 07/2019 → 04/2022
  Midwestern Securities Trading Co. Llc
  East Peoria, IL
• 09/2014 → 10/2024
  Northwest Bank Of Rockford
  Rockford, IL
• 09/2014 → 08/2018
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Rockford, IL

Other Businesses

1.) KEEP NORTHERN IL BEAUTIFUL, 4665 HYDRAULIC RD, ROCKFORD, IL 61109, NON-PROFIT PUBLIC EDUCATION ORGANIZATION, NOT-INVESTMENT RELATED, BOARD MEMBER, START DATE-05/2019, APPROXIMATELY 4 HOURS/MONTH BOTH DURING AND OUTSIDE MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-15

Other Names

• Michael J Teleso