Wells Fargo Clearing Services, LLC
About this Advisor
Mitchell Grove is a financial advisor who is based out of Missoula, Montana. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, they have accrued 14 years of work experience in the financial advisory industry. Grove has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Grove is able to work with customers in Montana. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, Axmen, Cherry Creek Dodge, Edgell Building And Development and Sears Holdings Corp. Wells Fargo Clearing Services, LLC is headquartered in Missoula, Montana, and has 6,239 offices in the country. As a registered investment firm, Wells Fargo Clearing Services, LLC manages $511 billion in assets dispersed across 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC can offer 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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Clearing Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Mitchell Grove Work History
Mitchell has 14 years of experience.
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
Cherry Creek Dodge
Edgell Building And Development
Sears Holdings Corp
Mitchell Grove has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO