Christopher
Steele

Wells Fargo Clearing Services, LLC

CRD#4822659
Investment Advisor
in West Des Moines, IA
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About this Advisor

Christopher Steele is an advisor who works in West Des Moines, Iowa. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, they have gathered 11 years of professional experience as a registered advisor. Steele has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Steele is able to work with customers based out of Iowa. Their career trajectory has included roles at Wells Fargo Clearing Services LLC, Morgan Stanley & Co., Inc, Ameriprise Advisor Services and Ameriprise Financial Services, Inc. Wells Fargo Clearing Services, LLC is based out of West Des Moines, Iowa, and operates out of 6,557 additional offices in the nation. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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 may charge clients 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

Yes

Office Location

1245 Jordan Creek Pkwy Ste 110 [Profit Formula]
West Des Moines, IA 50266

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

IA Average: 458
Total Number of Accounts

1,434,106

IA Average: 33,415
Average Account Size

$302,067

IA 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

Christopher Steele Work History

Christopher has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services LLC

2009 - 2017 (8 years)

Ameriprise Financial Services, Inc

2008 - 2009 (1 year)

Ameriprise Advisor Services

2007 - 2008 (1 year)

Morgan Stanley & Co., Inc

Disclosures

Christopher Steele has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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