Todd Blankenship

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
  Lady Lake, FL
• 11/2016 → 09/2020
  Wells Fargo Clearing Services, Llc
  Lady Lake, FL
• 09/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  The Villages, FL

Previous Registrations

• 2008-01-01 → 2020-09-11
  Wells Fargo Clearing Services, Llc
  The Villages, FL
• 1997-03-26 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  The Villages, FL
  The Villages, FL
  St. Louis, MO

Other Businesses

BLANKENSHIP WEALTH MANAGEMENT LLC, INVESTMENT RELATED, OCALA, FL, 100% OWNERSHIP, START 5/7/2020, 140 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE. BRICK CITY SPORTS ACADEMY LLC; INV RELATED;OCALA,FL; BASEBALL;2% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2015-04-23
• S63 Uniform Securities Agent State Law Examination
  1997-03-21

Other Names

• Todd Gregory Blankenship