Joanne Sturgill

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

• 02/2010 → 01/2018
  Wells Fargo Advisors Financial Network Llc
  Oakland, CA
• 01/2018 → 11/2018
  Cantella & Co, Inc.
  Boston, MA
• 01/2018 → 11/2018
  Global Capital Strategies
  Fort Lauderdale, FL
• 11/2018 → 09/2023
  Sagepoint Financial, Inc.
  Newark, CA
• 09/2023 → 12/2025
  Osaic Wealth, Inc.
  Newark, CA
• 12/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Las Vegas, NV

Previous Registrations

• 2023-09-01 → 2025-12-04
  Osaic Wealth, Inc.
  Las Vegas, NV
• 2018-11-30 → 2023-09-01
  Osaic Services, Inc.
  Newark, CA
  Phoenix, AZ
  Newark, CA
• 2018-01-23 → 2018-12-10
  Cantella & Co., Inc.
  Newark, CA
  Miami, FL
  Newark, CA
• 2018-07-13 → 2018-12-07
  Global Capital Strategies
  Newark, CA
• 2018-01-26 → 2018-03-19
  Global Capital Strategies
  Newark, CA
• 2010-02-26 → 2018-01-29
  Wells Fargo Advisors Financial Network, Llc
  Newark, CA
  San Francisco, CA
  Ft Lauderdale, FL
• 2009-10-23 → 2010-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hayward, CA
  Hayward, CA
  Walnut Creek, CA
• 2004-03-31 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
  Union City, CA
  Hayward, CA
  Hayward, CA
• 2001-05-15 → 2004-04-12
  Wells Fargo Investments, Llc
  Newark, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1998-12-28

Other Names

• Joanne Staneart