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Devon Mclain

Wells Fargo Clearing Services, LLC

Lincoln, NE

CRD 7895047

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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
TX RA APPROVED 2025-03-14
NE RA APPROVED 2025-02-20
  • TX RA
    APPROVED
    Since 2025-03-14
  • NE RA
    APPROVED
    Since 2025-02-20

Branch Locations

6003 Old Cheney Rd Ste 200, Lincoln, NE 68516 • 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
Kingswood Capital Partners Denver CO 04/2024 01/2025
Student Denver CO 04/2014 04/2024
Kingswood Wealth Advisors Denver CO 08/2024 01/2025
Wells Fargo Clearing Services, Llc Lincoln NE 01/2025 Present
  • 04/2024 → 01/2025
    Kingswood Capital Partners
    Denver, CO
  • 04/2014 → 04/2024
    Student
    Denver, CO
  • 08/2024 → 01/2025
    Kingswood Wealth Advisors
    Denver, CO
  • 01/2025 → Present
    Wells Fargo Clearing Services, Llc
    Lincoln, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-06
  • S66 Uniform Combined State Law Examination
    2024-08-06
Other Names
  • Devon Jacob Mclain

View on SEC IAPD

Nearby Firms

AMERITAS ADVISORY SERVICES, LLC
AMERITAS INVESTMENT PARTNERS, INC.
LPL FINANCIAL LLC

Nearby Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT

Nearby Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE

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