Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ames, IA 50010
Credentials
Series 63, Series 65
Industry experience
6 years
Andrew Grube is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at J.P. Morgan Securities and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
424 Main St
Ames, IA 50010
Iowa
Wells Fargo Bank, nA
2023 - Present (3 years)
Wells Fargo Clearing
2023 - Present (3 years)
J.P. Morgan Securities
2021 - 2023 (2 years)
JPMorgan Chase Bank, N.A.
2021 - 2023 (2 years)
Wells Fargo Clearing
2019 - 2021 (2 years)
Wells Fargo Clearing
2018 - 2018 (1 year)
Wells Bank, N.A.
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Boone, IA
Russell Wealth Advisors
Andrew Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Russell Wealth Advisors since 2017 and has prior experience at LPL Financial and Russell Wealth Management. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for mainly individual and high-net-worth clients. The firm employs a combined fundamental and technical investment approach, offering discretionary asset management as well as financial planning and consultation services.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.
Series 63
Slater, IA
Christensen Capital, LLC
Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.
Series 63
Boone, IA
Russell Wealth Advisors
Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.
ChFC®, Series 63
Ames, IA
Clarity Asset Management, Inc.
Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.
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