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Gerald Rouleau

Wells Fargo Advisors Financial Network, LLC

Springfield, OR

Eugene, OR

CRD 1763651

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-27
TX RA APPROVED_RES 2025-05-15
  • OR RA
    APPROVED
    Since 2025-05-27
  • TX RA
    APPROVED_RES
    Since 2025-05-15

Branch Locations

400 International Way Suite 110 1St Fl , Springfield, OR 97477 • United States

Eugene, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Eugene OR 05/2009 11/2016
Wells Fargo Clearing Services, Llc Eugene OR 11/2016 05/2025
Wells Fargo Advisors Financial Network, Llc Springfield OR 05/2025 Present
Previous Registrations
Other Businesses

CONTINUITY GROUP LLC; INV RELATED; SPRINFIELD, OR;START DATE 07/05/2024; 160 HOURS PER MONTH; 160 DURING TRADING; ADMIN COMPLANY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-08
S63 Uniform Securities Agent State Law Examination 1988-01-06
  • S65 Uniform Investment Adviser Law Examination
    1996-10-08
  • S63 Uniform Securities Agent State Law Examination
    1988-01-06
Other Names
  • Gerald Remi Rouleau

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
BELPOINTE ASSET MANAGEMENT LLC

Nearby Investors

JAY MAHAJAN
JULIE SKINNER
DAVID PATRICK AICHELE

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Springfield, OR
OSAIC ADVISORY SERVICES, LLC · Springfield, OR
OSAIC ADVISORY SERVICES, LLC · Springfield,, OR

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