Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Milwaukee, WI
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Milwaukee, A to Z.
The short answer
31 registered advisors work at Wells Fargo Clearing Services, LLC in Milwaukee, out of 13,134 at the firm nationwide; it ranks number 6 in the city by advisors. 6 list the CFP designation and 31 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Milwaukee, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Jodi R. ArenalAlso a broker rep
- Michael BernardyAlso a broker rep
- Mary A. BesslerAlso a broker rep
- Ryan J. BoydCertified Financial Planner · Also a broker rep
- Angela J. CasperAlso a broker rep
- Kevin R. DaileyAlso a broker rep
- Sarah L. DanielsAlso a broker rep
- Jeffrey J. DielCertified Financial Planner · Also a broker rep
- Mark G. HeinenAlso a broker rep
- Mark HeinenAlso a broker rep
- Amy S. HessenauerAlso a broker rep
- Michael R. HodanAlso a broker rep
- Matthew T. MahoneyAlso a broker rep
- Nathan D. MetcalfCertified Financial Planner · Also a broker rep
- Steven P. MeyerCertified Financial Planner · Also a broker rep
- Mylan R. OlsonAlso a broker rep
- Samir H. PatelCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lucas W. PleseAlso a broker rep
- Kyle C. PoplawskiAlso a broker rep
- David T. PriceAlso a broker rep
- Charles E. RiceAlso a broker rep
- Luis A. Rios AlvaradoAlso a broker rep
- Apexaben S. ShahAlso a broker rep
- Kendeicia A. StephensonAlso a broker rep
- Susan C. ThompsonAlso a broker rep
- Rochelle A. WackerAlso a broker rep
- Amy E. WaltersAlso a broker rep
- Richard J. WaltersAlso a broker rep
- Melissa E. WatkinsAlso a broker rep
- Connor J. WiesnerCertified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst · Also a broker rep
- Jose A. YamatAlso a broker rep
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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 Milwaukee
All Milwaukee advisors →Robert W. Baird & Co. Incorporated 379Northwestern Mutual Investment Services, LLC 112Morgan Stanley 38Johnson Wealth Inc. 37J.P. Morgan Securities LLC 34RBC Capital Markets, LLC 30Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Cetera Investment Advisers LLC 15
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Milwaukee?
31 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 6 list the CFP designation and 31 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Milwaukee?
Wells Fargo Clearing Services, LLC ranks number 6 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.
How do I check a Wells Fargo Clearing Services, LLC advisor in Milwaukee?
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.