Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Toledo, OH
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Toledo, A to Z.
The short answer
12 registered advisors work at Wells Fargo Clearing Services, LLC in Toledo, out of 13,135 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Toledo, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- April D. AschemeierAlso a broker rep
- Rebecca A. BerryAlso a broker rep
- Clayton D. HaisleyAlso a broker rep
- Katherine HendersonAlso a broker rep
- Mark HetrickAlso a broker rep
- Joseph R. JesionowskiAlso a broker rep
- Philip W. KinneyCertified Financial Planner · Also a broker rep
- Theresa L. MillerAlso a broker rep
- Katie PillowAlso a broker rep
- James M. PrisbyCertified Financial Planner · Also a broker rep
- Christopher P. TuckerAlso a broker rep
- Zachary G. WilburnAlso a broker rep
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 676Charlotte, NC 395New York, NY 329Salt Lake City, UT 210Minneapolis, MN 194San Diego, CA 167Houston, TX 161Scottsdale, AZ 138Irvine, CA 136Walnut Creek, CA 128McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113
Other firms in Toledo
All Toledo advisors →Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8Fifth Third Securities, Inc. 6
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Toledo?
12 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Toledo?
Wells Fargo Clearing Services, LLC ranks number 9 in Toledo by registered advisors; Morgan Stanley has the most, with 31.
How do I check a Wells Fargo Clearing Services, LLC advisor in Toledo?
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.