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Lisa Snyder

Wells Fargo Clearing Services, LLC

St. Louis, MO

Denver, CO

Tacoma, WA

CRD 6853669

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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
CO RA APPROVED 2026-05-28
TX RA APPROVED 2026-05-28
  • CO RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

1700 Lincoln St 10Th & 11Th Fls, Denver, CO 80203 • United States

1201 Pacific Ave, Tacoma, WA 98402 • 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
Self Employed - Interior Optimum Englewood CO 01/2014 10/2016
Denver Investments Denver CO 10/2016 01/2018
Wells Fargo Clearing Services Denver CO 03/2021 07/2021
Wells Fargo Bank, Na Denver CO 05/2018 Present
Unemployed Englewood CO 01/2018 05/2018
Wells Fargo Clearing Services Denver CO 04/2026 Present
  • 01/2014 → 10/2016
    Self Employed - Interior Optimum
    Englewood, CO
  • 10/2016 → 01/2018
    Denver Investments
    Denver, CO
  • 03/2021 → 07/2021
    Wells Fargo Clearing Services
    Denver, CO
  • 05/2018 → Present
    Wells Fargo Bank, Na
    Denver, CO
  • 01/2018 → 05/2018
    Unemployed
    Englewood, CO
  • 04/2026 → Present
    Wells Fargo Clearing Services
    Denver, CO
Previous Registrations
  • 2017-09-05 → 2018-03-01
    Denver Investments
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
  • S66 Uniform Combined State Law Examination
    2026-06-30
Designations
  • Chartered Financial Analyst
Other Names
  • Lisa Marie Corrigan
  • Lisa Marie Snyder

View on SEC IAPD

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WILLIAM BERNARD ALBAIR
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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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