Matthew
Ogurkow
Wells Fargo Clearing Services, LLC
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About this Advisor
Matthew Ogurkow is an advisor in Seattle, Washington. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Ogurkow has 10 years of work experience. Ogurkow has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Ogurkow can work with customers in Texas and Washington. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, N.A and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Seattle, Washington, and operates out of 6,239 brick-and-mortar locations in the United States. As a registered investment firm, Wells Fargo Clearing Services, LLC manages $511 billion in assets dispersed across 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 41% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $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 may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details
$510,933,873,086
25,711
1,430,874
$357,078
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Matthew Ogurkow Work History
Matthew has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, N.A
Wells Fargo Bank, N.A
Disclosures
Matthew Ogurkow has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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.