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Wesley Kelsey

Wells Fargo Clearing Services, LLC

Salt Lake City, UT

West Valley City, UT

CRD 6861240

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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 2018-01-04
UT RA APPROVED 2017-12-05
  • TX RA
    APPROVED
    Since 2018-01-04
  • UT RA
    APPROVED
    Since 2017-12-05

Branch Locations

5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • United States

West Valley City, UT • 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
Wells Fargo Clearing Services Llc Salt Lake City UT 09/2017 Present
Associate Staffing Salt Lake City UT 09/2017 12/2017
1-800-Contacts Draper UT 05/2015 09/2017
World Financial Group Murray UT 04/2014 09/2017
  • 09/2017 → Present
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 09/2017 → 12/2017
    Associate Staffing
    Salt Lake City, UT
  • 05/2015 → 09/2017
    1-800-Contacts
    Draper, UT
  • 04/2014 → 09/2017
    World Financial Group
    Murray, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-01
  • S66 Uniform Combined State Law Examination
    2017-12-01
Other Names
  • Wes Kelsey

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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