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Erin Kimberly Rose Wolf

Wells Fargo Clearing Services, LLC

Boise, ID

Cheyenne, WY

CRD 7758905

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED_RES 2025-12-15
  • WY RA
    APPROVED_RES
    Since 2025-12-15

Branch Locations

101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States

3600 E Pershing Blvd, Cheyenne, WY 82001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Cheyenne WY 06/2023 Present
Wells Fargo Bank, Na Cheyenne WY 12/2016 Present
Unemployed/Homemaker Cheyenne WY 03/2016 12/2016
  • 06/2023 → Present
    Cheyenne, WY
  • 12/2016 → Present
    Wells Fargo Bank, Na
    Cheyenne, WY
  • 03/2016 → 12/2016
    Unemployed/Homemaker
    Cheyenne, WY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01
Other Names
  • Erin Wolf

View on SEC IAPD

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