Daniel
Vetter

Wells Fargo Clearing Services, LLC

CRD#2974330
Investment Advisor
in Sacramento, CA
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About this Advisor

Daniel Vetter is a certified financial planner working in Sacramento, California, with a total of 14 years of work experience. Vetter is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Vetter has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Wells Fargo Clearing Services, LLC is an advisory company operating out of Sacramento, California. The firm has offices in 6,557 locations and a total of 26,409 employees. It administers $473 billion in assets across its 1,432,715 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as 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. Fees charged by financial advisors largely are based on the type of financial services. However, fees billed by Wells Fargo Clearing Services, LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

400 Capitol Mall Ste 2100 [Nm-Rbo]
Sacramento, CA 95814

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

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

Daniel Vetter Work History

Daniel has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2004 - 2011 (7 years)

Wells Fargo Investments, LLC

Disclosures

Daniel Vetter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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