Best Investors Account Sign in

Gerald Rouleau

Wells Fargo Advisors Financial Network, LLC

Springfield, OR

Eugene, OR

Claim This Profile
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

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC
BELPOINTE ASSET MANAGEMENT LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
&PARTNERS
ISLER WEALTH MANAGEMENT, LLC
44 WEALTH MANAGEMENT LLC

Other Investors

JAY MAHAJAN
JULIE SKINNER
DAVID PATRICK AICHELE
ALLISON MARIE NELSON
JOSEPH LEO MANSFIELD
HALEY DENISE THOMAS
STEPHANIE E SPRIGGS
RICHARD DRIESSNACK

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Springfield, OR
OSAIC ADVISORY SERVICES, LLC · Springfield, OR
OSAIC ADVISORY SERVICES, LLC · Springfield,, OR
BELPOINTE ASSET MANAGEMENT LLC · Springfield, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Springfield, OR
EDWARD JONES · SPRINGFIELD, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Springfield, OR
KEY INVESTMENT SERVICES LLC · Springfield, OR

More in Springfield, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor