Beth
Opperman

Wells Fargo Clearing Services, LLC

CRD#2355703
Investment Advisor
in Denver, CO
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About this Advisor

Beth Opperman is an investment advisor who lives in Denver, Colorado. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Opperman has 17 years of experience in the financial advisory industry. Opperman maintains Series 63, Series 65 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Opperman is registered to operate based out of Colorado. During their career, the advisor has held roles at Wells Fargo Investments LLC, Wells Fargo Bank N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Denver, Colorado, and has 6,557 additional offices in the nation. As an advisor firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC can provide 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 63, Series 65, Series 65, Chartered Financial Analyst

Years of Experience

17 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

1700 Lincoln St 48Th, 49Th and 50Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CO Average: 458
Total Number of Accounts

1,432,715

CO Average: 33,415
Average Account Size

$330,143

CO 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

Beth Opperman Work History

Beth has 17 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

2001 - Present (18 years)

Wells Fargo Bank N.A

Disclosures

Beth Opperman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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