Paul
Grundhoefer
Wells Fargo Clearing Services, LLC
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About this Advisor
Paul Grundhoefer is a financial advisor operating in Fairhope, Alabama, with 11 years of experience as a financial advisor. Grundhoefer is an advisor for Wells Fargo Clearing Services, LLC. During their career, Grundhoefer has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Grundhoefer maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Alabama and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm headquartered in Fairhope, Alabama. The firm has offices in 6,239 locations and a total of 25,711 people on staff. It oversees $511 billion in assets across its 1,430,874 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 5,773 charities and foundations. Of its 1,430,874 accounts, 41% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the type of financial services provided. Fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details

$510,933,873,086

25,711

1,430,874

$357,078

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Paul Grundhoefer Work History
Paul has 11 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Paul Grundhoefer has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
