Elton Eduardo Rodriguez
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, LLCApr 2024 to now
- UnemployedMar 2024 to Apr 2024
- UberJul 2023 to Mar 2024
- Hard Rock CafeJun 2023 to Jul 2023
- UberApr 2023 to Jun 2023
- Bob's Discount FurnitureJan 2023 to Apr 2023
- UberOct 2022 to Jan 2023
- American Income LifeJun 2022 to Oct 2022
- Chili's - Brinker InternationalJan 2022 to Jun 2022
- UnemployedJan 2021 to Jan 2022
- Weiland TransportationNov 2020 to Jan 2021
- Uw-madisonAug 2020 to Dec 2023
- Alphabet IncMay 2019 to Nov 2020
- Uw-madisonAug 2018 to Aug 2019
- BMO Harris BankJun 2018 to May 2019
- PrimericaNov 2017 to Jun 2018
- Beloit Memorial High SchoolApr 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6971438
- Firm CRD
- 19616