Robert Thompson

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

• 01/2010 → 11/2016
  Wells Fargo Advisors Llc
  Idaho Falls, ID
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Idaho Falls, ID
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Idaho Falls, ID

Previous Registrations

• 2011-01-03 → 2022-09-02
  Wells Fargo Clearing Services, Llc
  Idaho Falls, ID
  Idaho Falls, ID
  San Leandro, CA
  St. Anthony, ID
  Rigby, ID
  Blackfoot, ID
  Pocatello, ID
  Rexburg, ID
  Idaho Falls, ID
  Idaho Falls, ID
  Boise, ID
  Idaho Falls, ID
  Idaho Falls, ID
  Pomona, CA
  Pocatello, ID
• 2006-01-12 → 2011-01-03
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Ammon, ID
  Idaho Falls, ID
• 2004-04-06 → 2006-12-31
  Zions Direct, Inc.
  Idaho Falls, ID
  Salt Lake City, UT
  Ammon, ID
  Idaho Falls, ID
• 2002-05-10 → 2002-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Idaho Falls, ID

Other Businesses

SNAKE RIVER WEALTH MANAGEMENT LLC, INV RELATED, IDAHO FALLS, ID, 50% OWNERSHIP, START 5/13/2022, 5 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. MOUNTAIN CREST WEALTH MANAGEMENT LLC, INV RELATED, IDAHO FALLS, ID, 25% OWNERSHIP, START 5/25/2022, 5 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. SJOVT LLC, INV RELATED, IDAHO FALLS, ID, 100% OWNERSHIP WITH SPOUSE, START 5/13/2022, 5 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. HEBGEN HYGGE HOUSE LLC, INV RELATED, WEST YELLOWSTONE, MT, 50% OWNERSHIP, START 1/27/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS FAMILY VACATION HOME.; CO-TRUSTEE FOR MOUNTAIN CREST WEALTH PSP, INV RELATED, IDAHO FALLS, ID, START: 1/1/2023, 0 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE PSP. SKAT-CRYPTO; NOT INV RELATED; IDAHO FALL, ID; CRYPTO MINING;100% OWNERSHIP; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | FRIHED LLC ; INV RELATED;WEST YELLOWSTONE,MT; AIRPLANE OWNERSHIP;100% OWNERSHIP; START DATE: 03/25/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-10

Other Names

• Robert Mark Thompson
• Robert Mark Thompson
• Robert Thompson