Stasia
Krahling

Wells Fargo Clearing Services, LLC

CRD#6636291
Investment Advisor
in Carlsbad, CA
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About this Advisor

Stasia Krahling is a financial advisor who works out of Carlsbad, California, who has been in the advisory business for 11 years. Krahling is currently employed by Wells Fargo Clearing Services, LLC. During their career, Krahling has held roles at Stater Brothers, Wells Fargo Advisors, LLC, University Of California Riverside, Chaparral High School and Wells Fargo Clearing Services, LLC. Krahling maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Wells Fargo Clearing Services, LLC is a business that has its headquarters in Carlsbad, California. The firm has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in total assets across its 1,432,715 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a number 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC may include 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

3446 Via Mercato
Carlsbad, CA 92009

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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

Stasia Krahling Work History

Stasia has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2011 - 2015 (4 years)

University Of California Riverside

2010 - 2011 (1 year)

Stater Brothers

2007 - 2011 (4 years)

Chaparral High School

Disclosures

Stasia Krahling has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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