Christopher
Geesling

Wells Fargo Clearing Services, LLC

CRD#5553325
Investment Advisor
in Tempe, AZ

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About this Advisor

Christopher Geesling is a financial advisor whose office is in Tempe, Arizona. Currently an investment advisor with Wells Fargo Clearing Services, LLC, they have gathered 10 years of experience as a financial advisor. Geesling maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Geesling can serve customers in Arizona and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Tempe, Arizona, and operates out of 6,405 other offices in the country. In aggregate, Wells Fargo Clearing Services, LLC oversees $433 billion in assets throughout 1,434,106 client accounts and retains more than 26,352 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 1,069,499 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

40 E Rio Salado Pkwy Ste 525
Tempe, AZ 85281

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

AZ Average: 458
Total Number of Accounts

1,434,106

AZ Average: 33,415
Average Account Size

$302,067

AZ 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

Christopher Geesling Work History

Christopher has 11 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Christopher Geesling has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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