Steven
Kaser

Wells Fargo Clearing Services, LLC

CRD#5491431
Investment Advisor
in Hendersonville, NC

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About this Advisor

Steven Kaser is a financial advisor working out of Hendersonville, North Carolina, with a total of 11 years in the industry. Kaser is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Kaser has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in North Carolina and Texas. Wells Fargo Clearing Services, LLC is an advisory firm headquartered in Hendersonville, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 employees. It administers $511 billion in total assets between its 1,430,874 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% are held by high-net-worth clients who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC performs a wide set of services, such as 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. Financial advisory fees usually are based on the financial services offered. Fee types charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

Yes

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

Steven Kaser Work History

Steven has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Steven Kaser has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

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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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