Vicky Weber

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

• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  St. Louis, MO
• 11/2014 → 09/2016
  Kohl's Department Store
  Collinsville, IL
• 05/2007 → 02/2017
  Heartland Corporation
  Mt. Vernon, IL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

POWHATAN RESTAURANT, NOT INV RELATED, POCAHONTAS, IL, START 12/4/2017, 20 HOURS PER MONTH, ZERO DURING TRADING, HOSTESS WAITRESS AND BUS PERSON.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-19
• S63 Uniform Securities Agent State Law Examination
  2006-12-20

Other Names

• Vicky Ann Weber
• Vicky A Weber