Christian Benjamin Wandtke

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

• 10/2021 → 08/2022
  Us Bank
  St. George, UT
• 03/2020 → 10/2021
  Altabank
  St. George, UT
• 06/2019 → 03/2020
  Lendingclub
  Lehi, UT
• 08/2017 → 06/2019
  Bank Of American Fork
  Murray, UT
• 08/2015 → 08/2017
  Church Of Jesus Christ Of Latter Day Saints
  Salt Lake City, UT
• 08/2020 → 05/2023
  Utah Tech University
  St. George, UT
• 06/2023 → 12/2024
  Fidelity Investments
  Salt Lake City, UT
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Riverton, UT
• 01/2025 → Present
  Wells Fargo Bank, Na
  Riverton, UT

Previous Registrations

• 2024-10-18 → 2024-12-19
  Fidelity Personal And Workplace Advisors
  Bluffdale, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-10-03
• S63 Uniform Securities Agent State Law Examination
  2023-10-17

Other Names

• Christian Wandtke