Ada Marisol Sanabria-Flores

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

• 07/2024 → Present
  Wells Fargo Clearing Services, Llc
  Olathe, KS
• 01/2021 → Present
  Wells Fargo Bank, Na
  Olathe, KS
• 01/2020 → 01/2021
  Wells Fargo Bank, Na
  Leawood, KS
• 01/2019 → 01/2020
  Waterway Car Wash
  Kansas City, MO
• 01/2018 → 01/2019
  Mvp Law Firm
  Kansas City, MO
• 05/2017 → 01/2018
  Donnelly College
  Kansas City, KS
• 01/2017 → 05/2017
  Applebee's
  Kansas City, MO
• 05/2015 → 01/2017
  Mcdonald's
  Kansas City, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-13
• S63 Uniform Securities Agent State Law Examination
  2024-11-15

Other Names

• Ada M Sanabria
• Ada Sanabria
• Ada Sanabria-Flores