Joseph Daniel Klassen
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Joseph Daniel Klassen? Claim your profile
Contact this firm
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
11 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- Wells Fargo Bank, NAAug 2025 to now
- UnemployedNov 2024 to Aug 2025
- Kowalski's MarketsJul 2022 to Nov 2024
- United Natural Foods Inc.Nov 2021 to Jul 2022
- Wells FargoJun 2021 to Nov 2021
- WipfliDec 2020 to May 2021
- Kowalski's MarketsDec 2018 to Dec 2020
- Full Time EducationAug 2018 to Dec 2018
- Kowalski's MarketsMay 2018 to Aug 2018
- Full Time EducationAug 2017 to May 2018
- Kowalski's MarketsFeb 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 8147069
- Firm CRD
- 19616