Matthew Estel

CRD 5293497 · Wells Fargo Advisors · Minneapolis, MN

IA RegisteredBroker

Also appears in the source record as: Matt Estel; Matthew B Estel; Matthew B. Estel; Matthew Brian Estel

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (7): Arkansas · Massachusetts · Minnesota · North Carolina · Oklahoma · Utah · Washington
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (23)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Minneapolis, MN · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Minneapolis, MN · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Minneapolis, MN · IA capacity

start not retrieved → present
Lasalle St Securities, L.L.C.
Sterling, IL · BC capacity

Oct 4, 2023 → Feb 29, 2024
Midland Wealth Management
Rockford, IL · IA capacity

Aug 21, 2023 → Feb 16, 2024
U.S. Bancorp Investments, Inc.
Edina, MN · IA capacity

Jan 21, 2021 → Sep 14, 2022
U.S. Bancorp Investments, Inc.
Edina, MN · BC capacity

Jan 21, 2021 → Sep 14, 2022
J.P. Morgan Securities LLC
The Woodlands, TX · IA capacity

Jul 27, 2020 → Feb 1, 2021
J.P. Morgan Securities LLC
The Woodlands, TX · BC capacity

Jul 27, 2020 → Feb 1, 2021
Waddell & Reed
Bloomington, MN · IA capacity

Mar 26, 2014 → Jul 23, 2020
Waddell & Reed
Bloomington, MN · BC capacity

Mar 26, 2014 → Jul 23, 2020
Ameriprise Financial Services, Inc.
Minneapolis, MN · IA capacity

Dec 19, 2013 → Apr 14, 2014
Ameriprise Financial Services, Inc.
Minneapolis, MN · BC capacity

Jan 6, 2012 → Apr 14, 2014
Morgan Stanley Smith Barney LLC
Minneapolis, MN · IA capacity

Oct 13, 2009 → Jan 13, 2012
Morgan Stanley Smith Barney
Minneapolis, MN · BC capacity

Oct 13, 2009 → Jan 13, 2012
Thrivent Investment Management Inc.
Blaine, MN · IA capacity

Nov 29, 2007 → Apr 4, 2008
Thrivent Investment Management Inc.
Blaine, MN · BC capacity

Mar 14, 2007 → Apr 4, 2008

Source & corrections

Where this page comes from

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