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Wendy K
Series 63, Series 65
Minot, ND
Wells Fargo Clearing
Wendy Klaudt is a financial advisor with Wells Fargo Clearing in Minot, ND, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2015. Outside of her advisory role, her spouse owns Beaver Bag Co LLC, a business that produces custom cornhole bags, for which she serves as an authorized signer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.
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