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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Wisconsin, by city and A to Z.

The short answer

123 registered advisors work at Wells Fargo Clearing Services, LLC in Wisconsin, out of 13,135 nationwide; it's the firm's number 25 state by advisors, and the most are in Milwaukee (31). 17 list the CFP designation and 123 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors by city in Wisconsin

Every firm in Wisconsin →

Milwaukee 31Waukesha 20Appleton 14Green Bay 11Janesville 8La Crosse 7Eau Claire 5Madison 4Wausau 4Beaver Dam 2Hudson 2Middleton 2New Berlin 2Onalaska 2Sheboygan 2Fond Du Lac 1Hales Corner 1Kenosha 1Manitowoc 1Mequon 1Pewaukee 1Racine 1Sister Bay 1

Wells Fargo Clearing Services, LLC advisors in Wisconsin, A to Z

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Wells Fargo Clearing Services, LLC advisors in every state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC in other states

California 2,188Florida 1,092Texas 925North Carolina 916Missouri 826New York 738Virginia 597New Jersey 525Pennsylvania 499Minnesota 425Washington 354Georgia 322Arizona 313Illinois 303Utah 286Colorado 262South Carolina 234Maryland 225Michigan 169Ohio 168Massachusetts 150Alabama 143Nevada 142Connecticut 130Tennessee 110Iowa 109Oregon 95Idaho 75Nebraska 73Kansas 67South Dakota 61District of Columbia 47Indiana 46Oklahoma 46Louisiana 36Hawaii 32New Mexico 32New Hampshire 30Kentucky 29Alaska 27Delaware 27Arkansas 23Mississippi 18Montana 17Vermont 17West Virginia 17Rhode Island 13North Dakota 11Maine 10Wyoming 8

Questions

How many Wells Fargo Clearing Services, LLC financial advisors are in Wisconsin?

123 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 at the firm nationwide. 17 list the CFP designation and 123 are also registered as broker representatives.

Where in Wisconsin does Wells Fargo Clearing Services, LLC have the most advisors?

Milwaukee, with 31, then Waukesha (20). Wells Fargo Clearing Services, LLC has advisors in 23 cities in Wisconsin.

How do I check a Wells Fargo Clearing Services, LLC advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.