Mitchell
Grove

Wells Fargo Clearing Services, LLC

CRD#6910747
Investment Advisor
in Missoula, MT

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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

Series 63, Series 65

Years of Experience

14 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

3553 Union Pacific St
Missoula, MT 59808

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MT Average: 458
Total Number of Accounts

1,430,874

MT Average: 33,415
Average Account Size

$357,078

MT 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

Mitchell Grove Work History

Mitchell has 14 years of experience.

2018 - Present (3 years)

Wells Fargo Clearing Services LLC

2014 - Present (7 years)

Wells Fargo Bank Na

2014 - 2014 (< 1 year)

Axmen

2013 - 2014 (1 year)

Cherry Creek Dodge

2011 - 2012 (1 year)

Edgell Building And Development

2006 - 2012 (6 years)

Sears Holdings Corp

Disclosures

Mitchell Grove 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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