Randall Bradshaw

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Holladay, UT
• 11/2016 → 11/2020
  Wells Fargo Clearing Services, Llc
  Holladay, UT
• 11/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Salt Lake City, UT

Previous Registrations

• 2008-05-20 → 2020-11-06
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Holladay, UT
• 1998-08-25 → 2008-06-05
  Citigroup Global Markets Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1. UPPER ELLISON DITCH COMPANY, NOT INVESTMENT RELATED, SALT LAKE CITY, UT, PRESIDENT, START 1/1/2020, 8 HOURS PER MONTH, 2 HOURS DURING TRADING, MAKING DECISIONS ON MAINTENANCE AND DELIVERY OF IRRIGATION WATER TO HOMEOWNERS/MEMBERS. 2. RENTAL PROPERTY, INV RELATED, SALT LAKE CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 1/1/1994, 2 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. 3. TCBDK LLC, INV RELATED, SALT LAKE CITY, UT, 100% OWNERSHIP, START 9/8/2020, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. 4. CO-TRUSTEE FOR SON'S TRUST, INV RELATED, SALT LAKE CITY, UT, START 12/20/2018, 0 HRS/MONTH, 0 HRS DURING TRADING. 5. GENESYS WEALTH MANAGEMENT LLC, INV RELATED, SALT LAKE CITY, UT, 33.33% OWNERSHIP, START 11/6/2020, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. 6. TRUSTEE FOR TCBDK 401K, INV RELATED, SALT LAKE CITY, UT, START 12/15/2020, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K. 7. CO-TRUSTEE FOR FATHER'S SPECIAL NEEDS TRUST, INV RELATED, S JORDAN, UT, START: 9/14/2022, 5 HOURS A MONTH, 1 HOUR DURING TRADING.; 8. CO-TRUSTEE FOR FATHER'S IRREVOCABLE TRUST, INV RELATED, S JORDAN, UT, START: 9/14/2022, 5 HOURS A MONTH, 1 HOUR DURING TRADING.; 9. EXECUTOR FOR FATHER, INV RELATED, S JORDAN, UT, START: 9/14/2022, 5 HOURS A MONTH, 1 HOUR DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-23
• S65 Uniform Investment Adviser Law Examination
  1998-06-23

Designations

• Certified Financial Planner

Other Names

• Dane Bradshaw
• Randall Dane Bradshaw