Stephanie Melissa Michelle Campbell

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Beaverton, OR
• 11/2016 → 02/2024
  Wells Fargo Clearing Services, Llc
  Beaverton, OR
• 02/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2024-03-21
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Vancouver, WA
  Beaverton, OR
• 2010-03-17 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
• 2007-02-05 → 2008-03-31
  Wells Fargo Investments, Llc
  Portland, OR
  Portland, OR

Other Businesses

LYNDA DINNEEN LIVING TRUST OR KENNETH DINNEEN IRREV TRUST ; INV RELATED; SISTERS, OR; TRUSTEE;TRUSTEE/CO-TRUSTEE; START DATE: 03/02/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-20
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Other Names

• Stephanie Willem
• Stephanie Mm Campbell