Gwen Linette Bradley

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

• 10/2014 → Present
  Wells Fargo Bank Na
  Alexandria, MN
• 02/2018 → Present
  Wells Fargo Clearing Services Llc
  Alexandria, MN

Other Businesses

B&A CONSTRUCTION LLC; INV RELATED; 0% OWNERSHIP; NELSON, MN; START 09/12/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; CHECK-SIGNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-13
• S63 Uniform Securities Agent State Law Examination
  2018-05-14

Other Names

• Gwen Linette Paulsen
• Gwen Bradley