Cheryl
Straatmann

Wells Fargo Clearing Services, LLC

CRD#1535580
Investment Advisor
in Saint Louis, MO

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About this Advisor

Cheryl Straatmann is a financial advisor who works out of Saint Louis, Missouri, who has been in the advisory business for 11 years. Straatmann is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Straatmann has a Series 63 license, certifying them as a securities broker, and can serve investors in Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Saint Louis, Missouri. The investment advisory business has offices in 6,239 locations and a total of 25,711 employees. It oversees $511 billion in total assets between its 1,430,874 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a wide array 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 charged by financial advisors typically depend on which service is provided. However, fees charged by Wells Fargo Clearing Services, LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

No

Office Location

8112 Maryland Ave Ste 500
Saint Louis, MO 63105

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MO Average: 458
Total Number of Accounts

1,430,874

MO Average: 33,415
Average Account Size

$357,078

MO 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

Cheryl Straatmann Work History

Cheryl has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Cheryl Straatmann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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