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Melissa Jean Olson

Wells Fargo Clearing Services, LLC

Bloomington, MN

CRD 6770529

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-05
  • TX RA
    APPROVED_RES
    Since 2025-11-05

Branch Locations

8500 Normandale Lake Blvd Ste 1710, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Minneapolis MN 03/2017 06/2023
Ch Robinson Eden Prairie MN 12/2012 03/2017
Landmark Creations Burnsville MN 06/2023 10/2023
The Oak Ridge Financial Services Group, Inc. Golden Valley MN 11/2023 09/2025
Wells Fargo Clearing Services, Llc Bloomington MN 09/2025 Present
  • 03/2017 → 06/2023
    Rbc Capital Markets, Llc
    Minneapolis, MN
  • 12/2012 → 03/2017
    Ch Robinson
    Eden Prairie, MN
  • 06/2023 → 10/2023
    Landmark Creations
    Burnsville, MN
  • 11/2023 → 09/2025
    The Oak Ridge Financial Services Group, Inc.
    Golden Valley, MN
  • 09/2025 → Present
    Bloomington, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23
Other Names
  • Melissa Jean Herrick

View on SEC IAPD

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