Boyd Janto

Current Employers

Employment History

• 10/2009 → 11/2016
  Wells Fargo Advisors Llc
  Menomonee Falls, WI
• 11/2016 → 08/2025
  Wells Fargo Clearing Services, Llc
  Menomonee Falls, WI
• 08/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  West Bend, WI

Previous Registrations

• 2009-10-28 → 2025-08-01
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Menomonee Falls, WI
  Menomonee Falls, WI
  Charlotte, NC
  West Bend, WI
• 2005-01-01 → 2009-10-30
  Allspring Funds Management, Llc
  Menomonee Falls, WI
• 2000-09-08 → 2005-01-01
  Strong Capital Management Inc
  Menomonee Falls, WI

Other Businesses

CITY OF WEST BEND WEST BEND, WI. LOCAL GOV. SAFETY COMM. REVIEW CITY ORD. FOR SAFETY. 2 HRS/MO. NOT DURING SEC. TRADING. START 5/2002 TO PRESENT. NOT I.R. NO COMP. FREEDOM GOLD STAR INVESTMENTS, LLC; INVESTMENT RELATED; WEST BEND, WI; 50% OWNERSHIP; START 12/22/2010; NO TIME DEVOTED. CO-TRUSTEE FOR MOTHER, INV RELATED, WEST BEND, WI, START 12/5/2017, 0 HOURS, NO DUTIES. POWER OF ATTORNEY FOR MOTHER; INV RELATED; WEST BEND, WI; START 1/4/2018; 0 HR/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, WEST BEND, WI, 50% OWNERSHIP, START 1/1/2011, 1 HOUR PER MONTH, ZERO DURING TRADING. KETTLE MORAINE YMCA, INVT RELATED, WEST BEND, WI, TREASURER, START DATE 12/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, OVERSEE CASH FLOW AND DEBT MANAGEMENT, STATEMENT RECONCILIATION AND OVERSEE ENDOWMENT FUND INVTS MEET OBJECTIVES PER POLICY. HERITAGE PRIVATE WEALTH LLC; INV. RELATED; WEST BEND, WI; 10% OWNERSHIP; FINET PRACTICE; START DATE11/15/2024; 10 HOURS PER MONTH; 0 HOURS DURING TRADING. | JANTO ASSET MANAGEMENT, LLC; INVESTMENT RELATED; WEST BEND, WI; 100 OWNER; 02/03/2025; 10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; FINET PRACTICE MORJAN HOLDINGS, LLC ; INV RELATED;PHOENIX,AZ; LLC;25% OWNERSHIP; START DATE: 04/08/2026; 24 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2000-08-04

Designations

Other Names

• Boyd Armund Janto