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Nicholas A Macdonald

South Dakota Based Wealth Management. National Practice. International Outlook.

Wells Fargo Clearing Services, LLC

Saint Louis Park

MN

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Other
    • -Selection of Other Advisors

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Clearing Services 2 years, 10 months Jan 2017 - Present
Bank of America, N.A. 8 months Nov 2015 - Jul 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporatedsioux Falls, Sd 1 year, 2 months May 2015 - Jul 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1 year, 2 months May 2015 - Jul 2016
Spherion 1 month Apr 2015 - May 2015
H&R Block 3 months Jan 2015 - Apr 2015
Kingstone Capital Partners 7 months Jun 2014 - Jan 2015
H&R Block 3 months Jan 2014 - Apr 2014
Extended Travel 5 months Aug 2013 - Jan 2014
Z.H. Studio 7 months Jan 2013 - Aug 2013
Hult International Business School 1 year Sep 2012 - Sep 2013
Itv-Asia 1 year, 6 months Mar 2011 - Sep 2012
China Economic Review 6 months Jul 2010 - Jan 2011
Australian Institute of Hospitality 9 months Sep 2009 - Jun 2010
Shanghai Changmai Market Consulting 3 years, 1 month Aug 2009 - Sep 2012

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 1, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wells Fargo Clearing Services, LLC

Last updated on Oct. 7, 2019
    • $433.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $302.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions