Daniel
Halsne

Wells Fargo Clearing Services, LLC

CRD#5443320
Investment Advisor
in Seattle, WA
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About this Advisor

Daniel Halsne is an advisor who is based in Seattle, Washington. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Halsne has 11 years of practice as a registered investment advisor. Halsne has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Halsne can act as a financial advisor in Washington. Their career trajectory has included roles at Ubs Financial Services Inc, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Seattle, Washington, and has 6,557 brick-and-mortar locations in the nation. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest financial advisory 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 customers are high-net-worth individuals, meaning they have more 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 66, Chartered Financial Analyst

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

999 3Rd Ave 39Th and 40Th Fls [Rbo]
Seattle, WA 98104

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

WA Average: 458
Total Number of Accounts

1,434,106

WA Average: 33,415
Average Account Size

$302,067

WA 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

Daniel Halsne Work History

Daniel has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2007 - 2014 (7 years)

Ubs Financial Services Inc

Disclosures

Daniel Halsne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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