Brian Ray Zerr

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
  Jefferson City, MO
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Jefferson City, MO
• 10/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Jefferson City, MO

Previous Registrations

• 2013-03-04 → 2020-10-22
  Wells Fargo Clearing Services, Llc
  Jefferson City, MO

Other Businesses

ZERR PROPERTIES LLC, INV RELATED, CENTERTOWN, MO, 100% OWNERSHIP WITH SPOUSE, START 10/26/2020, 20 HRS/MONTH, 0 HRS DURING TRADING, FAMILY FARM GROWING AND SELLING CROPS.; | FINTERIS WEALTH MANAGEMENT LLC, INV RELATED, JEFFERSON CITY, MO, 25% OWNERSHIP, START 10/26/2020, 40 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.| ZWM, LLC INV RELATED, JEFFERSON CITY, MO, 100% OWNERSHIP, START 10/26/2020, 10 HRS PER MONTH, 2 HRS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY; INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER.| 3325 EMERALD LANE LLC; NOT INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.| FINTERIS HOLDING COMPANY LLC, INV RELATED, JEFFERSON CITY, MO, 20% OWNERSHIP, START 10/1/2022, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.| OZFW LLC; INV RELATED; JEFFERSON CITY, MO; 50% OWNERSHIP; START DATE 05/01/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; HOLDING COMPANY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  1996-09-11

Designations

• Certified Financial Planner