Lowell
Diers

Wells Fargo Clearing Services, LLC

CRD#2906992
Investment Advisor
in Seattle, WA
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About this Advisor

Lowell Diers is a certified financial planner operating out of Seattle, Washington, who has been in the financial industry for 10 years. Diers is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wamu Investments Inc, Chase Investment Services Corp, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Diers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Washington. Wells Fargo Clearing Services, LLC is a firm that has its headquarters in Seattle, Washington. It has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in assets under management across its 1,432,715 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have more than $1 million in assets available to invest. 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. Fees for financial advisory services vary depending on which service is provided. Fee types billed by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

No

Office Location

1600 Queen Anne Ave N
Seattle, WA 98109

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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

Lowell Diers Work History

Lowell has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2008 - 2009 (1 year)

Wamu Investments Inc

Disclosures

Lowell Diers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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