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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-07-28 |
Branch Locations
1500 E Bethany Home Rd Suite 140, Phoenix, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Phoenix | AZ | 07/2015 | Present |
TRUSTEE OF TRUST FBO YOUR CHILDREN; INV. RELATED; PHOENIX, AZ; START 9/2019; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. WELKER CAPITAL LLC, INV RELATED, PHOENIX, AZ, 100% OWNERSHIP, START 7/7/2013, 1 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. WELKER HOLDINGS LLC, INV RELATED, PHOENIX, AZ, 100% OWNERSHIP WITH SPOUSE, START 1/1/2015, 1 HOUR PER MONTH, ZERO DURING TRADING, PIM INVESTMENT HOLDINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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