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Michelle Susan Strom

Wells Fargo Advisors Financial Network, LLC

Mount Vernon, IL

CRD 4815998

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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
IL RA APPROVED 2021-08-06
  • IL RA
    APPROVED
    Since 2021-08-06

Branch Locations

3450A Broadway St, Mount Vernon, IL 62864 • 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 Mount Vernon IL 09/2019 Present
Walgreens Distribution Center Mount Vernon IL 12/2018 06/2019
Peoples National Bank Mount Vernon IL 08/2018 11/2018
Edward Jones Mount Vernon IL 11/2016 01/2018
Edward Jones Centralia IL 06/2015 11/2016
Homemaker Centralia IL 01/2018 07/2018
  • 09/2019 → Present
    Wells Fargo Advisors Financial Network Llc
    Mount Vernon, IL
  • 12/2018 → 06/2019
    Walgreens Distribution Center
    Mount Vernon, IL
  • 08/2018 → 11/2018
    Peoples National Bank
    Mount Vernon, IL
  • 11/2016 → 01/2018
    Edward Jones
    Mount Vernon, IL
  • 06/2015 → 11/2016
    Edward Jones
    Centralia, IL
  • 01/2018 → 07/2018
    Homemaker
    Centralia, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06
Other Names
  • Michelle Susan Bart

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.

Nearby Investors

SCOTT ALAN OWENS
Michael Douglas Kroeschen
Sheila Ann Burge

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Mount Vernon, IL
EDWARD JONES · MT VERNON, IL
EDWARD JONES · MT VERNON, IL

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