Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
| ID | RA | APPROVED | 2022-09-06 |
Branch Locations
1135 Pier View Dr Ste 170 & 140, Idaho Falls, ID 83402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Idaho Falls | ID | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Idaho Falls | ID | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Idaho Falls | ID | 09/2022 | Present |
D&JO, LLC, INVT RELATED, REXBURG, ID, 100% OWNERSHIP, START DATE 9/2/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE. GREEN WEALTH MANAGEMENT, LLC, INVT RELATED, REXBURG, ID, 50% OWNERSHIP, START DATE 9/2/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE. MOUNTAIN CREST WEALTH MANAGEMENT II, LLC, INVT RELATED, IDAHO FALLS, ID, 25% OWNERSHIP, START DATE 9/2/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-08 |
Reach out to this advisor