Clifford
Wichmann

Wells Fargo Clearing Services, LLC

CRD#6079972
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Clifford Wichmann is an investment advisor whose office is in Walnut Creek, California. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have accumulated 10 years of professional experience. Wichmann holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Wichmann is able to work with customers in California and Texas. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Robert Half, Ken'S Valley Dental Lab, Wells Fargo Advisors and Bon Appetit. Wells Fargo Clearing Services, LLC is located in Walnut Creek, California, and has 6,405 locations in the United States. Overall, 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 biggest investment advisory firms in the nation. The firm manages 1,069,499 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. 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 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 may charge clients 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

2033 N Main St Ste 600
Walnut Creek, CA 94596

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA 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

Clifford Wichmann Work History

Clifford has 11 years of experience.

2017 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Robert Half

2013 - 2016 (3 years)

Ken'S Valley Dental Lab

2012 - 2013 (1 year)

Wells Fargo Advisors

2012 - 2012 (< 1 year)

Bon Appetit

2009 - 2012 (3 years)

Ken'S Valley Dental Lab

Disclosures

Clifford Wichmann 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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