Willard H Pease

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

• 05/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Grand Junction, CO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Grand Junction, CO

Previous Registrations

• 1999-04-13 → 2016-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Junction, CO

Other Businesses

PEASE OIL PARTNERSHIP; INV RELATED; GRAND JUNCTION, CO; FAMILY PARTNERSHIP, COLLECTION OF OIL ROYALTIES; 34% OWNERSHIP; START 6/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; PARTNER. 838 GRAND AVE LLC; INV RELATED; GRAND JUNCTION, CO; RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 6/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. TRUSTEE OF FAMILY TRUST; INV. RELATED; GRAND JUNCTION, CO; ESTATE PLANNING; START DATE 1/2011; 0 HRS PER MONTH.;

Exams

• S66 Uniform Combined State Law Examination
  1999-03-31

Other Names

• Willard H (Jr) Pease
• Willard Pease
• Willard Pease
• Willard H Pease