Anna Audrey Acker

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

• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Monument, CO
• 02/2024 → Present
  Wells Fargo Bank, Na
  Monument, CO
• 01/2022 → 02/2024
  Tbk Bank
  Durango, CO
• 05/2020 → 01/2022
  Kroegers Ace Hardware
  Durango, CO
• 03/2020 → 04/2020
  Unemployed
  Durango, CO
• 11/2018 → 03/2020
  Lorelei Restaurant & Cabana Bar
  Islamorada, FL
• 09/2018 → 11/2018
  Jimmy Johnson's Big Chill
  Key Largo, FL
• 04/2018 → 08/2018
  Unemployed
  Tavernier, FL
• 06/2017 → 03/2018
  Student
  Orlando, FL
• 08/2013 → 05/2017
  Student
  Tavernier, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-27