Unclaimed Profile

Lyle James Fitterer

WELLS CAPITAL MANAGEMENT INCORPORATED·SAN FRANCISCO, California

Series 3, Series 6, Series 7, Series 24, Series 63, Series 65CFAClean record29 years registeredWELLS CAPITAL MANAGEMENT INCORPORATED

525 MARKET ST, SAN FRANCISCO, CA 94105CRD# 2194752Firm CRD# 104973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lyle James Fitterer · SAN FRANCISCO, CA

Registration

CRD #2194752 · WELLS CAPITAL MANAGEMENT INCORPORATED · 29 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Apr 2020 – present

WELLS CAPITAL MANAGEMENT INC

Sep 2005 – Oct 2005

SAN FRANCISCO, CA

STRONG CAPITAL MANAGEMENT INC

May 1997 – Dec 2004

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 5, 1997

Years registered · 29

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLSPRING GLOBAL INVESTMENTS, LLC

CRD 104973 · SEC 801-21122

AUM

$429.0B

Regulatory assets under management

Employees

1,015

9,416 client accounts

Services offered by ALLSPRING GLOBAL INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ALLSPRING GLOBAL INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Lyle James Fitterer offer?

Lyle James Fitterer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Lyle James Fitterer's credentials?

Lyle James Fitterer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lyle James Fitterer located?

Lyle James Fitterer is based in SAN FRANCISCO, California, working with WELLS CAPITAL MANAGEMENT INCORPORATED. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Lyle James Fitterer charge for services?

Lyle James Fitterer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS CAPITAL MANAGEMENT INCORPORATED?

WELLS CAPITAL MANAGEMENT INCORPORATED has approximately 1015 employees and manages $429.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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