Wells Fargo Clearing Services

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

400 N Pennsylvania Ave Ste 210, Roswell,...

Phone Number

(575) 550-5999

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Wells Fargo Clearing Services

Stokes Wealth Management Group offers comprehensive, multi-generational integrated strategies for wealth management, targeting successful individuals, families, and business owners in New Mexico and across the United States. Guided by Christian values, the firm emphasizes collaboration and personalized investment planning to help clients achieve their financial goals. The team, led by CERTIFIED FINANCIAL PLANNER professional Brian Stokes, utilizes a disciplined process and draws on specialized resources from Wells Fargo Advisors Financial Network. Recognized in the Forbes Best-in-State Wealth Management Teams for 2023 and 2025, they provide tailored advice and insights to navigate complex financial needs.Explore more
Popular SearchesWells Fargo Clearing Services LLCStokes Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

Wells Fargo Clearing Services Org Chart

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Managing Director

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Registered Senior Executive Assistant

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Administrative Assistant

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Senior Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wells Fargo Clearing Serv...

<$5M
1-10
Private
-
-
BS
Brian StokesManaging Director
$5.2M
11-50
Private
-
1996
N/A
<$5M
11-50
Private
-
1998
N/A
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wells Fargo Clearing Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wells Fargo Clearing Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wells Fargo Clearing Services.

Wells Fargo Clearing Services Tech Stack

A closer look at the technologies used by Wells Fargo Clearing Services

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Frequently Asked Questions Regarding Wells Fargo Clearing Services

What is Wells Fargo Clearing Services's official website?
Wells Fargo Clearing Services's official website is www.stokeswmg.com
What is Wells Fargo Clearing Services's Revenue?
Wells Fargo Clearing Services's revenue is <$5 Million
What is Wells Fargo Clearing Services's SIC code?
Wells Fargo Clearing Services's SIC: 62,628
What is Wells Fargo Clearing Services's NAICS code?
Wells Fargo Clearing Services's NAICS: 52,523
How many employees does Wells Fargo Clearing Services have?
Wells Fargo Clearing Services has 1-10 employees
What industry does Wells Fargo Clearing Services belong to?
Wells Fargo Clearing Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wells Fargo Clearing Services competition?
Wells Fargo Clearing Services top competitors include: Premier Wealth Advisors, Advanced Concepts, Kassouf Wealth Advisors, Botkin Family Wealth Management
What technology does Wells Fargo Clearing Services use?
Some of the popular technologies that Wells Fargo Clearing Services uses are: reCAPTCHA, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Wells Fargo Clearing Services?
Wells Fargo Clearing Services contact info: Phone number: (575) 550-5999 Website: www.stokeswmg.com
What does Wells Fargo Clearing Services do?

Stokes Wealth Management Group offers comprehensive, multi-generational integrated strategies for wealth management, targeting successful individuals, families, and business owners in New Mexico and across the United States. Guided by Christian values, the firm emphasizes collaboration and personalized investment planning to help clients achieve th... eir financial goals. The team, led by CERTIFIED FINANCIAL PLANNER professional Brian Stokes, utilizes a disciplined process and draws on specialized resources from Wells Fargo Advisors Financial Network. Recognized in the Forbes Best-in-State Wealth Management Teams for 2023 and 2025, they provide tailored advice and insights to navigate complex financial needs.Read More

Is Wells Fargo Clearing Services a public company?
Wells Fargo Clearing Services is private company therefore does not currently have an official ticker symbol
See more information about Wells Fargo Clearing Services

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