Michael
Bless

Wells Fargo Clearing Services, LLC

CRD#1264496
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Bless is a certified financial planner in Dallas, Texas. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Bless has 10 years of practice as a registered investment advisor. Bless holds a Series 63 license, designating the advisor as a securities representative. Bless can operate based out of Texas. During their career, Bless has held roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Dallas, Texas, and operates out of 6,557 locations across the United States. As an advisor firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC provides 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, Certified Financial Planner

Years of Experience

10 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

8115 Preston Rd Ste 300
Dallas, TX 75225

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

TX Average: 458
Total Number of Accounts

1,434,106

TX Average: 33,415
Average Account Size

$302,067

TX 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

Michael Bless Work History

Michael has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Michael Bless has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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