Lance Allen Paulson

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

• 06/2013 → 11/2016
  Wells Fargo Advisors
  Lacrosse, WI
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Lacrosse, WI
• 08/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Evergreen, CO

Previous Registrations

• 2013-06-14 → 2022-08-11
  Wells Fargo Clearing Services, Llc
  La Crosse, WI
  Evergreen, CO
  Lakewood, CO
• 2009-09-11 → 2013-06-19
  Stifel, Nicolaus & Company, Incorporated
  La Crosse, WI
• 2006-08-12 → 2009-09-11
  Ubs Financial Services Inc.
  Weehawken, NJ
  Lacrosse, WI

Other Businesses

PAULSON WEALTH MANAGEMENT, LLC, INVT RELATED, EVERGREEN, CO, 50% OWNERSHIP, START DATE 8/15/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. PAULSON GP, LLC ; INV RELATED; DANIEL ISLAND,SC; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 12/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING |

Exams

• S66 Uniform Combined State Law Examination
  2004-02-27

Other Names

• Lance Paulson