Peter Fricke

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

• 03/2023 → Present
  Wells Fargo Clearing Services
  Salt Lake City, UT
• 03/2023 → Present
  Us Tech Solutions
  Jersey City, NJ
• 01/2023 → 03/2023
  Oquirrh Restaurant
  Salt Lake City, UT
• 11/2022 → 01/2023
  Kiitos Brewing
  Salt Lake City, UT
• 01/2019 → 11/2022
  Briar Rose Chophouse
  Breckenridge, CO
• 11/2018 → 05/2019
  Vail Resorts
  Breckenridge, CO
• 01/2017 → 05/2018
  University Of West Florida
  Pensacola, FL
• 05/2018 → 11/2018
  Unemployed
  Tallahassee, FL
• 05/2016 → 01/2017
  Unemployed
  Pensacola, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-21