Ivana Lienau, financial advisor Spring Hill FL

Ivana Lienau

CRD Number: 7215737
Current Firm: Wells Fargo Clearing Services, LLC

Ivana Lienau (CRD# 7215737) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Spring Hill, FL and has 1 year of experience in the finance industry.

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Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Springhill, FL Aug 2021 - Current < 1
Upwork Spring Hill, FL Dec 2019 - Current 2
Wells Fargo Bank, Na Springhill, FL Nov 2016 - Current 5
Wells Fargo Clearing Services, LLC Springhill, FL Jan 2020 - Aug 2021 1
Wells Fargo Bank, Na Springhill, FL Nov 2016 - Aug 2021 4
Not Employed Spring Hill, FL May 2016 - Nov 2016 < 1
Not Employed Belgrade, Oct 2013 - May 2016 2
The Body Shop Bedford, Jan 2013 - Oct 2013 < 1
The Body Shop Bedford, Nov 2012 - Jan 2013 < 1
The Body Shop Dartmouth, Dec 2010 - Nov 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Ivana Lienau
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
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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