Clayton Riddell is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 22 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1155 Canyon Blvd Ste 200, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Gwfs Equities, INC.Broker
J.P. Morgan Institutional Investments
J.P. Morgan Institutional Investments INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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