Perry
Mattern

Wells Fargo Clearing Services, LLC

CRD#4168498
Investment Advisor
in Denver, CO
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About this Advisor

Perry Mattern is a certified financial planner operating out of Denver, Colorado, who has 10 years in the industry. Mattern works at Wells Fargo Clearing Services, LLC. Throughout their career, Mattern has worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Mattern has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Wells Fargo Clearing Services, LLC is a company operating out of Denver, Colorado. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in total assets across its 1,432,715 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has 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. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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

Yes

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

Perry Mattern Work History

Perry 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

Perry Mattern has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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