Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Waukesha, WI
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Waukesha, A to Z.
The short answer
20 registered advisors work at Wells Fargo Clearing Services, LLC in Waukesha, out of 13,135 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 20 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Waukesha, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Michelle G. AndersonAlso a broker rep
- Andrew T. ArmstrongAlso a broker rep
- Daniel A. BowermanAlso a broker rep
- Doug A. ChellevoldAlso a broker rep
- Sandra S. ColluraAlso a broker rep
- Keith H. DuntonAlso a broker rep
- Tess E. GlasspoolAlso a broker rep
- Abraham A. GoldbergAlso a broker rep
- Joseph M. KingAlso a broker rep
- Kevin LewisAlso a broker rep
- Melinda E. MarohlAlso a broker rep
- Thomas A. Nowalis Jr.Certified Financial Planner · Also a broker rep
- Joseph B. PolettiAlso a broker rep
- Paul T. PolettiAlso a broker rep
- Timothy W. PrevoAlso a broker rep
- Bruce J. RatayCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Megan RoraffAlso a broker rep
- Breanna StrerathAlso a broker rep
- Keith W. Van VreedeAlso a broker rep
- Darryl S. WitkowskiAlso 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 Waukesha
All Waukesha advisors →Global View Capital Management LLC 51Morgan Stanley 46Robert W. Baird & Co. Incorporated 38Ellenbecker Investment Group 20Raymond James & Associates, Inc. 18Edward Jones 15Thrivent Investment Management Inc. 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Dana Investment Advisors Inc. 13Osaic Wealth, Inc. 12
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Waukesha?
20 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 2 list the CFP designation and 20 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Waukesha?
Wells Fargo Clearing Services, LLC ranks number 5 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 51.
How do I check a Wells Fargo Clearing Services, LLC advisor in Waukesha?
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.