David Michael Verkuilen

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

• 01/2015 → 02/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2020 → Present
  Wells Fargo Clearing Services, Llc.
  Appleton, WI

Previous Registrations

• 2009-06-01 → 2020-02-19
  Morgan Stanley
  Appleton, WI
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-02
• S63 Uniform Securities Agent State Law Examination
  1999-03-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mike Verkuilen
• David Michael Verkuilen
• D Michael Verkuilen
• D Michael Verkuilen
• D Michael Verkuilen