Christopher
Boschert

Wells Fargo Clearing Services, LLC

CRD#1461209
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christopher Boschert is a financial advisor operating in Saint Louis, Missouri, who has 18 years of financial industry experience. Boschert is currently employed by Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Sungard Institutional Brokerage Inc, Sungard Brokerage & Securities Services LLC, J. A. Glynn Investments, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, First Clearing, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Boschert holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Indiana and Missouri. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Saint Louis, Missouri. It has offices in 6,239 locations and a total of 25,711 employees. It handles $511 billion in assets across its 1,430,874 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 5,773 charities and foundations. Of its 1,430,874 client accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. The company offers a broad array of services, including 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 for financial management usually depend on which service is provided. However, fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 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

One North Jefferson Avenue Mail Code: H0004-050
Saint Louis, MO 63103

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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

Christopher Boschert Work History

Christopher has 18 years of experience.

2016 - Present (5 years)

First Clearing

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Cambridge Investment Research Advisors, Inc

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2015 - 2016 (1 year)

Cambridge Investment Research, Inc

2014 - 2014 (< 1 year)

J. A. Glynn Investments, LLC

2011 - 2014 (3 years)

Sungard Brokerage & Securities Services LLC

2002 - 2011 (9 years)

Sungard Institutional Brokerage Inc

Disclosures

Christopher Boschert 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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