Aaron
Phelps

Wells Fargo Clearing Services, LLC

CRD#6905327
Investment Advisor
in Portland, OR
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About this Advisor

Aaron Phelps is an advisor who lives in Portland, Oregon. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accumulated 11 years of professional experience as a financial advisor. Phelps holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Phelps is able to advise investors based out of Oregon and Washington. Throughout their career, Phelps has worked at Enterprise Rent-A-Car, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Idler Riverboat Restaurant, Burnham Dining Hall/Western Michigan University and Sunriver Resort. Wells Fargo Clearing Services, LLC is based out of Portland, Oregon, and has 6,557 other offices in the United States. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Aaron Phelps Work History

Aaron has 11 years of experience.

2018 - Present (1 year)

Wells Fargo Clearing Services, LLC

2016 - Present (3 years)

Wells Fargo Bank, Na

2015 - 2016 (1 year)

Enterprise Rent-A-Car

2014 - 2014 (< 1 year)

Sunriver Resort

2014 - 2015 (1 year)

Enterprise Rent-A-Car

2010 - 2014 (4 years)

Burnham Dining Hall/Western Michigan University

2007 - 2010 (3 years)

Idler Riverboat Restaurant

Disclosures

Aaron Phelps has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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