Todd Andrew Connelly

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
  El Dorado, AR
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  El Dorado, AR

Previous Registrations

• 1998-12-21 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  El Dorado, AR
  El Dorado, AR
  St. Louis, MO

Other Businesses

CALHOUN FARM TIMERLAND AND MINERAL ROYALTIES, NOT INV RELATED, MAGNOLIA, AR, 75% OWNERSHIP, START 6/24/1995, ZERO HOURS PER MONTH, SURFACE RENT MINERAL ROYALTIES AND TIMBER HARVESTING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-16
• S63 Uniform Securities Agent State Law Examination
  1986-09-25

Designations

• Certified Financial Planner