Patricia
Schrader

Wells Fargo Clearing Services, LLC

CRD#4685444
Investment Advisor
in Des Moines, IA

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About this Advisor

Patricia Schrader is a financial advisor working out of Des Moines, Iowa, with 12 years of financial industry experience. Schrader works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Morgan Stanley. Schrader holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Iowa and Texas. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Des Moines, Iowa. It has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets under management between its 1,432,715 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a broad assortment 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. Financial management fees are based on which services the firm provides the client. Fee types billed by Wells Fargo Clearing Services, LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

666 Walnut St [Ga-Rbo]
Des Moines, IA 50309

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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

Patricia Schrader Work History

Patricia has 12 years of experience.

2018 - Present (1 year)

Wells Fargo Clearing Services, LLC

2016 - 2018 (2 years)

Morgan Stanley

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2006 - 2011 (5 years)

Wells Fargo Investments, LLC

Disclosures

Patricia Schrader has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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