Matt Dale Knoll

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Des Moines, IA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Des Moines, IA

Previous Registrations

• 2008-06-30 → 2011-01-03
  Wells Fargo Investments, Llc
  Clive, IA
  Des Moines, IA
• 2003-11-06 → 2008-06-23
  Charles Schwab & Co., Inc.
  West Des Moines, IA
  Des Moines, IA
• 2003-06-26 → 2003-10-24
  Td Ameritrade, Inc.
  Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2003-06-17
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Matt Dale Knoll
• Matthew D Knoll
• Matthew Dale Knoll