Susan
Voelkel

Wells Fargo Clearing Services, LLC

CRD#4256274
Investment Advisor
in Tempe, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Susan Voelkel is a certified financial planner who lives in Tempe, Arizona. Currently an advisor with Wells Fargo Clearing Services, LLC, they have accrued 18 years of experience in the financial advisory industry. Voelkel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Voelkel is registered to work with clients based out of Arizona. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Tempe, Arizona, and has 6,557 other locations in the United States. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

40 E Rio Salado Pkwy Ste 525
Tempe, AZ 85281

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Susan Voelkel Work History

Susan has 18 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2000 - 2009 (9 years)

Citigroup Global Markets Inc

Disclosures

Susan Voelkel has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started