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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-26
SD RA APPROVED 2024-09-26
MN RA APPROVED 2024-09-23
ND RA APPROVED 2024-09-23
TX RA APPROVED_RES 2024-09-20
  • FL RA
    APPROVED
    Since 2025-06-26
  • SD RA
    APPROVED
    Since 2024-09-26
  • MN RA
    APPROVED
    Since 2024-09-23
  • ND RA
    APPROVED
    Since 2024-09-23
  • TX RA
    APPROVED_RES
    Since 2024-09-20

Branch Locations

Bradenton, FL • United States

406 Main Avenue 250 2Nd Fl, Fargo, ND 58103 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Sioux Falls SD 06/2013 11/2016
Wells Fargo Clearing Services, Llc Sioux Falls SD 11/2016 09/2024
Wells Fargo Advisors Financial Network, Llc Fargo ND 09/2024 Present
Previous Registrations
Other Businesses

ONE WEALTH LLC, INV RELATED, FARGO, ND, 18% OWNERSHIP, START 9/23/24, 1 HR PER MONTH, 1 HRS DURING TRADING, FINET PRACTICE;| OLE ENTERPRIZES LLC, INV RELATED, FARGO, ND, 100% OWNERSHIP, START 9/23/24, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;| ONE WEALTH LLC DBA ONEWEALTH FINANCIAL, INV RELATED, FARGO, ND, USED TO PAY BILLS FOR PRACTICE; 18% OWNERSHIP, START 9/23/24, 1 HR PER MONTH, 1 HRS DURING TRADING, FINET PRACTICE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-01-30
  • S66 Uniform Combined State Law Examination
    1998-01-30
Other Names
  • Jeffrey D Olson
  • Jeffry David Olson

View on SEC IAPD

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