Donna
Boender

Wells Fargo Clearing Services, LLC

CRD#2281774
Investment Advisor
in Denver, CO
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About this Advisor

Donna Boender is a certified financial planner based out of Denver, Colorado, who has been in the advisory business for 10 years. Boender is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Boender maintains a Series 63 license, certifying them as a securities broker, and can serve investors in Colorado and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm headquartered in Denver, Colorado. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in total assets across its 1,432,715 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a number of services, including 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. A financial advisor's fees largely depend on which service is provided. However, fee types billed by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

3200 Cherry Creek S Dr Ste 100
Denver, CO 80209

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

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

Donna Boender Work History

Donna has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Donna Boender has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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