Wade SchererCRD Number: 5057894
Current Firm: Rbc Capital Markets, LLC
Wade Scherer (CRD# 5057894) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minneapolis, MN and has over 15 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Rbc Capital Markets, LLC||Minneapolis, MN||Jan 2020 - Current||1|
|U.s. Bancorp Investments, Inc.||Saint Paul, MN||Apr 2014 - Current||7|
|Tdameritrade Inc.||Minneapolis, MN||Jan 2012 - Apr 2014||2|
|Wells Fargo Advisors LLC||Minneapolis, MN||Jan 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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