Wendy Coleman-Irvin, financial advisor Clayton MO

Wendy Coleman-Irvin

CRD Number: 6655433
Current Firm: Wells Fargo Clearing Services, LLC

Wendy Coleman-Irvin (CRD# 6655433) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Clayton, MO and has over 5 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Wells Fargo Clearing Services LLC Clayton, MO Jul 2018 - Current 3
Macy's Inc. St. Louis, MO Feb 2018 - Jun 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clayton, MO May 2016 - Nov 2017 1
Victoria's Secret Store South County Center St. Louis, MO Dec 2015 - Jun 2016 < 1
Unemployed St. Louis, MO Jun 2015 - Dec 2015 < 1
Ghana Chamber Of Commerce Accra, Nov 2014 - May 2015 < 1
Cole Collective Accra, Jan 2014 - Oct 2014 < 1
Fred Adom Cpa Nashville, TN Jun 2013 - Dec 2013 < 1
Utrecht University/washington University St. Louis, MO Aug 2010 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Wendy M. Coleman-Irvin
Phone Number: 314-875-3000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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