Cole
Hogan

Wells Fargo Clearing Services, LLC

CRD#7064317
Investment Advisor
in Saint Louis, MO

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About this Advisor

Cole Hogan is a financial advisor based in Saint Louis, Missouri, who has 11 years in the industry. Hogan currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Talentbridge, H. Cox And Son Inc, Edible Arrangements, The Beverage Company and Edwardsville High School. Hogan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois, Missouri and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Saint Louis, Missouri. It has offices in 6,239 locations and a total of 25,711 financial advisors. It manages $511 billion in assets under management between its 1,430,874 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse assortment 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 charged by financial advisors are based on which service is provided. Fee types charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

2801 Market St 2Nd Fl
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

Cole Hogan Work History

Cole has 11 years of experience.

2019 - Present (2 years)

Wells Fargo Clearing Services, LLC

2019 - 2019 (< 1 year)

Talentbridge

2018 - 2019 (1 year)

Edible Arrangements

2016 - 2018 (2 years)

H. Cox And Son Inc

2015 - 2016 (1 year)

The Beverage Company

2013 - 2015 (2 years)

Edible Arrangements

2009 - 2013 (4 years)

Edwardsville High School

Disclosures

Cole Hogan 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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