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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-09 |
| OR | RA | APPROVED | 2023-03-08 |
Branch Locations
5885 Meadows Road Ste 125, Lake Oswego, OR 97035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 03/2023 | Present |
LACLAJO HOLDINGS INC, INV RELATED, WEST LINN, OR, 100% OWNERSHIP, START 10/12/2022, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET PRACTICE. 810 CENTER ST LLC, INV RELATED, OREGON CITY, OR, 100% OWNERSHIP, START 1/9/2017, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. RODNEY RENTAL LLC, INV RELATED, BEND, OR, 100% OWNERSHIP, START 12/8/2015, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RAW LAND. WILLAMETTE CASCADE WEALTH MANAGEMENT LLC, INV RELATED, LAKE OSWEGO, OR, 20% OWNERSHIP, START 10/18/2022, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, OREGON CITY, OR, 100% OWNERSHIP, START 12/1/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-18 |
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