AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / Wells Fargo Clearing Services, LLC
Financial advisors in Minneapolis, MN using Wells Fargo Clearing Services, LLC
3 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Jones Kertz & Associates, Inc. | Blaine | SEC-registered investment adviser | $100 million to $500 million |
| Petros Family Wealth, LLC | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Tonka Capital Partners, LLC | Minnetonka | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Wells Fargo Clearing Services, LLC nationwide
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