Abigail Jean Beranek
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 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, LLCAug 2022 to now
- Wells Fargo Clearing Service, LLC.Jan 2021 to now
- Wells Fargo Clearing Services, LLC (Jun 2018 to Jan 2021
- Sanford HealthJan 2018 to May 2018
- DocutapJun 2017 to Aug 2017
- White House Black MarketJun 2015 to Aug 2018
- Augustana UniversitySep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, SD, TX).
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
- 7332219
- Firm CRD
- 19616