# Wells Fargo Clearing Services: fundraiser

> Wells Fargo Clearing Services placed 10 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/wells-fargo-clearing-services (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Wells Fargo Clearing Services

Fundraiser Registered broker-dealer

# Wells Fargo Clearing Services

FINRA 19616 · placing rounds since Jan 2016

**10** company rounds placed

**3** in the last two years, last Dec 2025

**$21.4B** sold in the rounds they placed

**3.9%** typical commission; the median firm takes 4.9%

Named on 72 Form D filings as paid to sell the offering: 10 for operating companies, 62 for funds. 3 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q1 **1** 24Q4 **1** 25Q1 **1** 25Q4

## What they place

- Insurance **80%**
- Other **20%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **10**

## Where the companies are

**IN** 8 **IL** 2

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/wells-fargo-clearing-services)[Everything, funds and real estate too](https://millionrounds.com/providers/wells-fargo-clearing-services?show=all)

Filed Issuer Industry Sold

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$2.7B**

Jan 2025 Pam Global Diversified Fund LLC Agents: Wells Fargo Advisors, LLC Other **$103M**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$2.6B**

Jan 2024 Pam Global Diversified Fund LLC Agents: Wells Fargo Advisors, LLC Other **$103M**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$2.4B**

Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$2.0B**

Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$1.7B**

Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Frederick Nolan Williams, Peter Quinn Insurance **$2.3B**

Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Frederick Nolan Williams, Peter Quinn Insurance **$1.8B**

Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Peter Quinn Insurance **$1.5B**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**Kestra Investment Services LLC** 8 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lincoln Financial Advisors Corp.** 8 rounds together](https://millionrounds.com/providers/lincoln-financial-advisors-corp)[**AXA Advisors, LLC** 8 rounds together](https://millionrounds.com/providers/axa-advisors)[**AON Executive Benefits, Inc.** 8 rounds together](https://millionrounds.com/providers/aon-executive-benefits-inc)[**Executive Services Securities** 8 rounds together](https://millionrounds.com/providers/executive-services-securities)[**Lion Street Financial** 8 rounds together](https://millionrounds.com/providers/lion-street-financial)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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