Best Investors Account Sign in

Rachel Lynne Okorn

Wells Fargo Advisors Financial Network, LLC

Westlake, OH

Ashtabula, OH

Claim This Profile
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 2026-07-28
OH RA APPROVED 2026-06-22
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

25777 Detroit Road 110, Westlake, OH 44145 • United States

3705 State Road Suite 100 [Satellite], Ashtabula, OH 44004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Homemaker Geneva OH 06/2013 01/2021
Proclean Carpet Bay Village OH 10/2021 10/2021
Uber San Francisco CA 01/2021 01/2022
Grubhub Chicago IL 01/2021 01/2022
Doordash San Franciso CA 01/2021 01/2022
Ashtabula County Educational Association, St. John Ashtabula Ashtabula OH 01/2022 06/2022
Edward Jones St. Louis MO 08/2022 06/2026
Ohlinger Studios Columbus OH 03/2022 06/2022
Wells Fargo Advisors Financial Network, Llc Ashtabula OH 06/2026 Present
  • 06/2013 → 01/2021
    Homemaker
    Geneva, OH
  • 10/2021 → 10/2021
    Proclean Carpet
    Bay Village, OH
  • 01/2021 → 01/2022
    Uber
    San Francisco, CA
  • 01/2021 → 01/2022
    Grubhub
    Chicago, IL
  • 01/2021 → 01/2022
    Doordash
    San Franciso, CA
  • 01/2022 → 06/2022
    Ashtabula County Educational Association, St. John Ashtabula
    Ashtabula, OH
  • 08/2022 → 06/2026
    Edward Jones
    St. Louis, MO
  • 03/2022 → 06/2022
    Ohlinger Studios
    Columbus, OH
  • 06/2026 → Present
    Wells Fargo Advisors Financial Network, Llc
    Ashtabula, OH
Previous Registrations
  • 2022-10-19 → 2026-06-22
    Edward Jones
    Geneva, OH
    St Louis, MO
    Geneva, OH
    Ashtabula, OH
    Ashtabula, OH
    Ashtabula, OH
  • 2007-11-14 → 2009-09-14
    Strategic Advisers Llc
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 2007-02-16
  • S66 Uniform Combined State Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    2007-02-16
Other Names
  • Rachel L Okorn
  • Rachel Lynne Okorn
  • Rachel Fortier

View on SEC IAPD

Other Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
COLETTA CAPITAL, LLC
ATHLETES FINANCIAL ADVISERS, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

More in Westlake, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor