Amy Trotter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Barrington, IL
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Barrington, IL
• 04/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  South Barrington, IL

Previous Registrations

• 2000-10-10 → 2022-04-07
  Wells Fargo Clearing Services, Llc
  Barrington, IL
  Barrington, IL

Other Businesses

TROTTER WEALTH MANAGEMENT GROUP, LLC, INVT RELATED, SOUTH BARRINGTON, IL, 100% OWNERSHIP, START DATE 4/11/2022, 160 HRS PER MONTH, 135 HRS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-04
• S63 Uniform Securities Agent State Law Examination
  1989-11-28

Other Names

• Amy Jo Walton
• Amy Jo Trotter