John Muir
Investment adviser representative at Wells Fargo Advisors
9 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2023 to now
- LPL Financial LLCJun 2023 to Jul 2023
- Woodbury Financial Services IncMar 2021 to Jun 2023
- Northwestern Mutual Wealth Management CompanyFeb 2021 to Mar 2021
- Northwestern Mutual Investment Services LLCSep 2020 to Mar 2021
- Northwestern Mutual Life Insurance CompanySep 2020 to Mar 2021
- Midwest CommunicationsFeb 2017 to Jun 2020
- Good Karma BrandsMay 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7287942
- Firm CRD
- 19616