Andrew Mcconnell
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2026 to now
- J.P. Morgan Securities LLCJun 2024 to Sep 2026
- JPMorgan Chase Bank, N.A.Jun 2024 to Sep 2026
- CorebridgeAug 2022 to Jun 2024
- Mcconnell Financial, LLCSep 2021 to Jun 2024
- Northwestern Mutual Life Insurance CompanySep 2021 to Jul 2022
- UnemployedAug 2021 to Aug 2021
- Sonus InteriorsMay 2019 to Jul 2021
- Thomas PrintworksJan 2011 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7424860
- Firm CRD
- 19616