Wells Fargo Clearing Services, LLC
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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
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Christopher Steele Work History
Christopher has 11 years of experience.
Wells Fargo Clearing Services LLC
Ameriprise Financial Services, Inc
Ameriprise Advisor Services
Morgan Stanley & Co., Inc
Christopher Steele has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
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