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Randall Zelko

Wells Fargo Advisors Financial Network, LLC

Santa Ana, CA

CRD 4811815

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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-06
CA RA APPROVED 2012-02-28
  • TX RA
    APPROVED_RES
    Since 2024-12-06
  • CA RA
    APPROVED
    Since 2012-02-28

Branch Locations

1551 N Tustin Ave Ste 100, Santa Ana, CA 92705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Newport Beach CA 02/2012 Present
Previous Registrations
Other Businesses

TRUSTEE FOR INDIVIDUAL 401K; INV. RELATED; NORTH TUSTIN, CA; START DATE 4/2021; 0 HRS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-27
  • S66 Uniform Combined State Law Examination
    2004-08-27
Other Names
  • Randall Zelko
  • Randy Zelko
  • Randall Dominic Zelko
  • Randy Zelko
  • Randall Dominic Zelko

View on SEC IAPD

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Nearby Investors

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Nearby Offices

VALMARK ADVISERS, INC. · Santa Ana, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA ANA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · TUSTIN, CA

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