Kevin William Werdmuller

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

• 11/2017 → 06/2022
  Jp Morgan Chase Bank
  Portland, OR
• 09/2017 → 11/2017
  Toyota Of Portland
  Portland, OR
• 08/2017 → 09/2017
  Unemployed
  Portland, OR
• 03/2015 → 08/2017
  Jim Bacons Tire Pros
  Beaverton, OR
• 11/2017 → 06/2022
  Jp Morgan Securities, Llc
  Portland, OR
• 06/2022 → 02/2023
  Unemployed
  Lake Oswego, OR
• 02/2023 → 04/2026
  U.S. Bank
  Portland, OR
• 02/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Portland, OR
• 02/2026 → 04/2026
  U.S. Bancorp Advisors, Llc
  Portland, OR
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Vancouver, WA

Other Businesses

Cervantes Condo HOA; Not Investment-Related; Lake Oswego, OR; President of HOA; President of HOA; 12/15/2026; 5 hours/month; 0 hours/Trading; President of HOA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02
• S63 Uniform Securities Agent State Law Examination
  2017-12-19

Other Names

• Kevin William Werdmuller
• Kevin William Werdmuller Von-Elgg
• Kevin Werdmuller