Charles
Noegel

Wells Fargo Clearing Services, LLC

CRD#2650283
Investment Advisor
in Hendersonville, NC

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About this Advisor

Charles Noegel is a certified financial planner operating in Hendersonville, North Carolina, with a total of 11 years of work experience. Noegel is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Noegel holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in North Carolina. Wells Fargo Clearing Services, LLC is a business headquartered in Hendersonville, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 financial advisors. It administers $511 billion in assets between its 1,430,874 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number 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 advisory services vary depending on the financial services. However, fees charged by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

421 South Church St Ste 100
Hendersonville, NC 28792

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC 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

Charles Noegel Work History

Charles has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Charles Noegel 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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