Stephanie Ackler

Chief Investment Officer presso Wells Fargo Clearing Services LLC

Finance

Consumer Services

Profilo

Ms. Stephanie L.
Ackler, CFA, is a President & Managing Partner at Wells Fargo Clearing Services LLC.
She is on the Board of Directors at Harvard Kennedy School of Government.
She has over 35 years of experience in financial services.
Prior to founding AKD Wealth Partners in 2023, Ms. Ackler ran Ackler Wealth Management of Wells Fargo Advisors, which she established in 2001.
Previously she worked at Tucker Anthony, LLC for 17 years.
She graduated from the Northfield Mount Herman School and Franklin and Marshall College with a BA in Chemistry.

Posizioni attive di Stephanie Ackler

Società	Posizione	Inizio
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.	Chief Investment Officer	-
Harvard Kennedy School of Government	Director/Board Member	-

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Aziende private	1
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.	Finance