Craig
Johnson

Wells Fargo Clearing Services, LLC

CRD#3042530
Investment Advisor
in West Des Moines, IA
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About this Advisor

Craig Johnson is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor with Wells Fargo Clearing Services, LLC, Johnson has 15 years of professional experience in the financial advisory industry. Johnson holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Johnson can act as an advisor in Iowa. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in West Des Moines, Iowa, and has 6,557 other locations in the nation. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

4344 Corporate Dr Ste 100
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

Craig Johnson Work History

Craig has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Craig Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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