Matthew Estel
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2024 to now
- Midland Wealth Advisors, LLCAug 2023 to Feb 2024
- Midland States BankSep 2022 to Feb 2024
- U.S. Bancorp Investments, Inc.Jan 2021 to Sep 2022
- JP Morgan Securities, LLCJul 2020 to Jan 2021
- JPMorgan Chase Bank, N.A.Jul 2020 to Jan 2021
- Various Insurance Carriers for W&r Insurance AgenciesApr 2014 to Jul 2020
- Waddell & Reed, Inc.Mar 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MN, NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5293497
- Firm CRD
- 19616