The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

About Wells Fargo Advisors

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through nearly 12,000 Financial Advisors and referrals from more than 4,000 Licensed Bankers in retail branches across the U.S. Wells Fargo Advisors administers $1.9 trillion in client assets as of June 30, 2021.

Areas of Distinction

Unique structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
Dedicated to Financial Advisors and their relationships with clients
Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Multichannel Business Model

7,438 Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm’s in-bank brokerage channel includes 3,133 Financial Advisors and 4,216 Licensed Bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The firm’s Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker-dealer and non-bank affiliate of Wells Fargo & Company. The clearing operations of Wells Fargo Clearing Services, LLC (which are conducted under the First Clearing trade name) provide operational, clearing, and related consulting services for the affiliated Wells Fargo retail brokerage business and approximately 53 unaffiliated brokerage firms.

Products and Services

  • Advisory Services
  • Asset Management
  • Brokerage Services
  • Estate Planning Strategies
  • Retirement Planning
  • Portfolio Analysis and Review

Quick Facts

Industry Rank

  • Third largest full-service provider of retail brokerage services in the U.S. *

Broker/dealers under Wells Fargo & Company

  • Wells Fargo Clearing Services, LLC
  • Wells Fargo Advisors Financial Network, LLC

Website

wellsfargoadvisors.com 
*Based on number of Financial Advisors

 
**AS OF JUNE 30, 2021**

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, IA, ID, IL, KY, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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