Matthew
Ogurkow

Wells Fargo Clearing Services, LLC

CRD#6416921
Investment Advisor
in Seattle, WA

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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

Series 66

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

360 Nw Richmond Beach Rd
Seattle, WA 98177

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

WA Average: 458
Total Number of Accounts

1,430,874

WA Average: 33,415
Average Account Size

$357,078

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

Matthew Ogurkow Work History

Matthew has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2011 - 2014 (3 years)

Wells Fargo Bank, N.A

2010 - 2011 (1 year)

Wells Fargo Bank, N.A

Disclosures

Matthew Ogurkow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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.

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