Katrina
Soelter

Wells Fargo Clearing Services, LLC

CRD#6243614
Investment Advisor
in Los Angeles, CA
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About this Advisor

Katrina Soelter is a certified financial planner whose office is in Los Angeles, California. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Soelter has 12 years of work experience in the financial advisory industry. Soelter maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Soelter is able to operate in California and Texas. Throughout their career, Soelter has worked at Uc Berkeley - Student, Wells Fargo Advisors, LLC, Aspire Millsmont Academy, Grant Elementary School, Wccusd and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Los Angeles, California, and has 6,557 offices across the United States. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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, Certified Financial Planner

Years of Experience

12 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

10877 Wilshire Blvd Ste 1700
Los Angeles, CA 90024

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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

Katrina Soelter Work History

Katrina has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2012 - 2013 (1 years)

Aspire Millsmont Academy

2010 - 2012 (2 years)

Grant Elementary School, Wccusd

2006 - 2010 (4 years)

Uc Berkeley - Student

Disclosures

Katrina Soelter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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