Benjamin Michael Buchanan

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

• 07/2014 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melbourne, FL

Previous Registrations

• 2009-10-23 → 2014-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melbourne, FL
  Melbourne, FL
  Rockledge, FL
  Orlando, FL
• 2001-10-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Melbourne, FL
  Melbourne, FL

Other Businesses

GEAR AND BUCHANAN WEALTH MANAGEMENT, INV RELATED, MELBOURNE, FL, 50% OWNERSHIP, START 5/15/2017, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE. BMB PLANNING LLC, INV RELATED, MELBOURNE, FL, 100% OWNERSHIP, START 5/15/2017, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR FINET PRACTICE 401K, INV RELATED, MELBOURNE, FL, START 12/1/2017, 2 HOURS PER MONTH, 2 HOURS DURING TRADING. THE YOGI PEROGI; NOT INV RELATED; MELBOURNE,FL; YOGA AND FITNESS TEACHER; START 11/1/2022; NUMBER OF HOURS PER MONTH 16; NUMBER OF HOURS DURING TRADING 0; TEACHING AN EXERCISE AND YOGA CLASS. BEN BUCHANAN, NOT INV RELATED, MELBOURNE, FL, FILM AND COMMERCIAL ACTOR, START 9/19/24, 10 HRS PER MONTH, 5 HRS DURING TRADING, LEARNING LINES, SHOWING UP TO SET AND PORTRAYING CHARACTERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-05
• S63 Uniform Securities Agent State Law Examination
  2000-10-23

Designations

• Certified Financial Planner