Aidan Cann Holechek
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Wells Fargo Bank, NAJul 2026 to now
- UnemployedMay 2026 to Jul 2026
- Self-employedJan 2026 to May 2026
- Full-time EducationAug 2025 to May 2026
- Defined Financial PlanningMay 2025 to Aug 2025
- Cfg Wealth ManagementJan 2025 to May 2025
- Full-time EducationAug 2024 to May 2025
- Cattlemens SteakhouseMay 2024 to Aug 2024
- Full-time EducationAug 2023 to May 2024
- Cattlemens SteakhouseMay 2023 to Aug 2023
- Full-time EducationAug 2022 to May 2023
- Cattlemens SteakhouseJun 2022 to Aug 2022
- Five GuysJan 2021 to Sep 2021
- Self-employedMar 2020 to Mar 2021
- Full-time EducationJan 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8313081
- Firm CRD
- 19616