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Sara S
Series 63, Series 65
Davenport, IA
Wells Fargo Clearing
Sara Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank since 2011 and transitioned to Wells Fargo Clearing in 2026. Prior to her financial services career, she worked at Dairy Queen for nearly two decades. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions.
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