Best Investors Account Sign in
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
TX RA APPROVED_RES 2022-09-27
MN RA APPROVED 2016-03-18
  • TX RA
    APPROVED_RES
    Since 2022-09-27
  • MN RA
    APPROVED
    Since 2016-03-18

Branch Locations

One Town Center Road Suite 660, Boca Raton, FL 33486 • United States

860 Blue Gentian Rd, Ste 150 [Satellite], Eagan, MN 55121 • 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 Financial Network, Llc Eagan MN 03/2016 Present
Previous Registrations
  • 2014-02-06 → 2016-04-11
    Minneapolis, MN
    Minneapolis, MN
Other Businesses

NATIVITY OF OUR LORD CHURCH; INVESTMENT RELATED; SAINT PAUL.MN; ENDOWMENT COMMITTEE MEMBER; START 2/1/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; REVIEW CURRENT AND PROPOSED INVESTMENT MANAGERS FOR THE ENDOWMENT FUND. ARCHDIOCESE OF SAINT PAUL AND MINNEAPOLIS; INVESTMENT RELATED; SAINT PAUL,MN; CORPORATE BOARD MEMBER AND FINANCE COUNCIL MEMBER; START 9/1/2019; NUMBER OF HOURS PER MONTH 12; NUMBER OF HOURS DURING TRADING 0; REVIEWING FINANCIAL STATEMENTS, PARISH REQUESTS FOR CAPITAL, BUDGET, REVENUES, EXPENSES, BUY/SELL ARRANGEMENTS WITHIN THE PARISHES, INVESTMENT MANAGERS, AND CURRENT INVESTMENT POLICY STATEMENTS. PINKY SWEAR FOUNDATION, INV RELATED, EDINA, MN, INVESTMENT COMMITTEE MEMBER, START 6/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, INVESTMENT REVIEW AGAINST THE INVESTMENT POLICY STATEMENT AND FINANCIAL ADVISORS PERFORMANCE. ALPINE CREEK LLC, INV RELATED, EAGAN, MN, 100% OWNERSHIP, START 12/1/2022, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. SKRYPEK GP LLC; INV RELATED; MENDOTA HEIGHTS,MN; MERCHANT PARTNERSHIP.;90% OWNERSHIP; -; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-28
  • S66 Uniform Combined State Law Examination
    2002-06-28
Other Names
  • Kelene Marie Adams

View on SEC IAPD

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor