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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Portage, MI

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

The short answer

11 registered advisors work at Wells Fargo Clearing Services, LLC in Portage, out of 13,134 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.

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

Every Wells Fargo Clearing Services, LLC advisor →

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

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 712Charlotte, NC 342New York, NY 324Salt Lake City, UT 201Minneapolis, MN 196San Diego, CA 170Houston, TX 167Scottsdale, AZ 147Irvine, CA 135Walnut Creek, CA 135Los Angeles, CA 127McLean, VA 119Seattle, WA 116Richmond, VA 114Fort Worth, TX 112

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Portage?

11 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Portage?

Wells Fargo Clearing Services, LLC ranks number 5 in Portage by registered advisors; Zhang Financial has the most, with 19.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.