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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-12-20 |
| NE | RA | APPROVED | 2022-10-24 |
Branch Locations
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
4303 S 70Th St, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2013 | 05/2019 |
| Wells Fargo Advisors | Lincoln | NE | 06/2019 | 10/2020 |
| Lpl Financial Llc | Lincoln | NE | 01/2021 | 10/2022 |
| Bank Of Doniphan | Hastings | NE | 03/2021 | 10/2022 |
| Firstbank Of Nebraska | Syracuse | NE | 03/2021 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
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