Paul
Grundhoefer

Wells Fargo Clearing Services, LLC

CRD#2357071
Investment Advisor
in Fairhope, AL

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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

Series 63, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

208 N Greeno Rd Ste D1
Fairhope, AL 36532

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AL Average: $11,469,110,461
Total Number of Employees

25,711

AL Average: 458
Total Number of Accounts

1,430,874

AL Average: 33,415
Average Account Size

$357,078

AL Average: $343,232

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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.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Paul Grundhoefer has no disclosures.

Please visit their SEC profile for more details.

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New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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