Zachary James Longueville

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

• 06/2026 → Present
  Wells Fargo Clearing Services, Llc
  Woodbury, MN
• 08/2025 → Present
  Wells Fargo Bank, Na
  Woodbury, MN
• 06/2024 → 01/2025
  Northwestern Mutual
  Edina, MN
• 07/2021 → 05/2025
  Saint Johns
  Collegeville , MN
• 05/2023 → 08/2023
  Lost Spur Golf Course
  Eagan, MN
• 08/2017 → 05/2021
  St Croix Lutheran
  West Saint Paul , MN
• 08/2013 → 06/2017
  Crown Of Life
  West Saint Paul , MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-19
• S63 Uniform Securities Agent State Law Examination
  2026-07-28

Other Names

• Zachary James Longueville
• Zachary Longueville