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gifts of securities

UW-Eau Claire Foundation brokerage accounts


RBC Wealth Management
4205 Southtowne Drive
Box 1570
Eau Claire, WI 54702-1570
Advisor: Mark Orgel
Assistant: Wendy Yohnk
Phone: 715-835-6525 or 1-800-695-3246

Account Number: 302-07301
DTC#: 0235

TD Ameritrade
P.O. Box 2209
Omaha, NE 68103-2209
E-mail: starting@tdameritrade.com
Phone: 800-669-3900

Account Number 755477817
DTC# 0188

Wells Fargo Advisors
Markin Financial Group
4935 Keystone Crossing
Eau Claire, WI 54701
Advisor: Michael Markin
Assistant: Sarah
Phone: 715-832-5500 or 1-866-825-6171

Account Number: 6243-1524
*DTC#: 0141

UW-Eau Claire Foundation Tax Exempt #: 39-0972350

*Note: DTC stands for Depository Trust Company