Brendan Schaaf
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 2025 to now
- Pro Football Focus (pff)Jul 2023 to Mar 2025
- PNC Financial ServicesFeb 2022 to Apr 2025
- UnemployedJan 2022 to Jan 2022
- PNC Financial ServicesMay 2021 to Jul 2021
- Dollar BankJun 2020 to Nov 2020
- Bear Creek Mountain Resort and Conference CenterApr 2019 to Aug 2019
- University of PittsburghAug 2018 to Dec 2021
- Lower Macungie Township CommunityJun 2017 to Aug 2018
- St. Thomas More ParishJan 2016 to Jun 2018
- Emmaus High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8076194
- Firm CRD
- 19616