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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-30 |
Branch Locations
640 Apollo Dr, Lino Lakes, MN 55014 • United States
1220 County Rd E W, Arden Hills, MN 55112 • United States
208 Lake St S, Forest Lake, MN 55025 • United States
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Forest Lake | MN | 09/2023 | Present |
| Wells Fargo Bank, Na | Forest Lake | MN | 09/2023 | Present |
| Wells Fargo | Shoreview | MN | 06/2018 | 10/2019 |
| Chase | Minneapolis | MN | 10/2019 | 08/2020 |
| Bank Of America | Minneapolis | MN | 08/2020 | 03/2021 |
| Coloplast | Minneapolis | MN | 03/2021 | 11/2022 |
| Us Bank | Denver | CO | 11/2022 | 09/2023 |
| Starbucks | Saint Paul | MN | 01/2021 | 06/2021 |
| The Dark Horse | Boulder | CO | 07/2022 | 09/2022 |
| Cosmos Pizza | Denver | CO | 05/2023 | 09/2023 |
| Noodles And Company | Saint Paul | MN | 01/2017 | 05/2018 |
| The Grizzly Rose | Denver | CO | 10/2022 | 11/2022 |
| Homemaker/Child | Saint Paul | MN | 01/2013 | 01/2017 |
| Chipotle | Saint Paul | MN | 10/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
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