Johan
Wigstroem

Clerkie Advisory LLC

CRD#6865949
Investment Advisor
in Palo Alto, CA

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About this Advisor

Johan Wigstroem is a financial advisor based in Palo Alto, California, working with Clerkie Advisory LLC. Johan has previously held positions at Henry Labs, Inc, Mckinsey & Company, Stanford University, Ericsson, and Clerkie Advisory LLC. Johan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Johan is part of Clerkie Advisory LLC, which operates out of Palo Alto, California. The firm has 3 employees and offers portfolio management services for individuals and small businesses. The fee structure at Clerkie Advisory LLC includes fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

3340 Hillview Ave
Palo Alto, CA 94304

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Clerkie Advisory LLC Brokerage Details

Total Number of Employees

3

CA Average: 43

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Johan Wigstroem Work History

2017 - Present (7 years)

Clerkie Advisory LLC

2016 - Present (8 years)

Henry Labs, Inc

2015 - 2016 (1 year)

Mckinsey & Company

2014 - 2015 (1 year)

Stanford University

2014 - 2014 (< 1 year)

Ericsson

2014 - 2015 (1 year)

Stanford University

2011 - 2015 (4 years)

Stanford University

Disclosures

Please visit the SEC profile of Johan Wigstroem to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clerkie Advisory LLC

Johan Wigstroem
Palo Alto, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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