Laraine Churchel Schultz

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Melbourne, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Melbourne, FL

Previous Registrations

• 1994-07-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Melbourne, FL
  Melbourne, FL
  St. Louis, MO

Other Businesses

RENTAL PROPERTY; INV RELATED; PALM BAY, FL; 100% OWNERSHIP WITH SPOUSE; START 9/4/2007, 1 HOUR PER MONTH; 0 DURING TRADING HOURS. DOTERRA ESSENTIAL OILS; NOT INV RELATED; PALM BAY, FL; CONSULTANT; START 7/31/2015; 1 HOUR PER MONTH, 0 DURING TRADING; PURCHASING ESSENTIAL OILS AT WHOLESALE PRICES. BLUFFS 1 LLC; INV. RELATED; PALM BAY, FL; 40% OWNERSHIP; HOLDS 4 UNIT CONDO RENTAL PROPERTY; START 7/26/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; PALM BAY, FL; 40% OWNERSHIP; 4 UNIT CONDO; START 9/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. ALBENGA ROAD LLC; INV RELATED; PALM BAY, FL; 80% OWNERSHIP WITH SPOUSE; START 07/26/2021; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-05

Other Names

• Loraine Churchel Schultz
• Laraine Churchel Schultz
• Laraine Ellen Churchel