Nicholas BoelterCRD Number: 6253295
Current Firm: Wells Fargo Clearing Services, LLC
Nicholas Boelter (CRD# 6253295) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors||St. Louis, MO||Sep 2013 - Nov 2016||3|
|Apex Systems Inc.||St. Louis, MO||Jul 2012 - Sep 2013||1|
|Country Club Lawn And Tree Specialists||South Roxana, IL||Aug 2011 - Jul 2012||< 1|
|Alton Auto Butler||Alton, IL||Mar 2003 - Jul 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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