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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-04-07 |
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
1135 Pier View Dr Ste 170 & 140, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boise | ID | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Idaho Falls | ID | 04/2021 | Present |
MOUNTAIN CREST WEALTH MANAGEMENT LLC, INV RELATED, IDAHO FALLS, ID, 50% OWNERSHIP, START 2/11/2021, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. SUNTERRA CONSULTING LLC, INV RELATED, IDAHO FALLS, ID, 100% OWNERSHIP, START 2/11/2021, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR MOUNTAIN CREST WEALTH MANAGEMENT LLC 401K, INV RELATED, IDAHO FALLS, ID, START: 5/6/2021, LESS THAN 1 HR/MONTH, LESS THAN 1 HR DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-15 |
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