Angela Tobeck

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

• 12/2010 → 11/2016
  Wells Fargo Advisors Llc
  Grand Rapids, MN
• 11/2016 → 09/2023
  Wells Fargo Clearing Services, Llc
  Grand Rapids, MN
• 09/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Grand Rapids, MN

Previous Registrations

• 2011-05-05 → 2023-09-22
  Wells Fargo Clearing Services, Llc
  Grand Rapids, MN
  Duluth, MN
  Bemidji, MN

Other Businesses

ST. JOSEPH'S CATHOLIC CHURCH ENDOWMENT FUND, INV RELATED, GRAND RAPIDS, MN, ADVISORY BOARD MEMBER, START 6/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING SUBSIDIES, FINANCIAL DATE FOR DONATIONS, EXPENSES, MONITORING FOR ADHERENCE TO IPS, AND BUDGET.| REIF ARTS CENTER, INV RELATED, GRAND RAPIDS, MN, TREASURER, START 7/1/2022, 3 HOURS PER MONTH, 2 HOURS DURING TRADING, REVIEWING P/L AND BALANCE SHEET, DELIVERING REPORT TO BOARD, DEVELOPMENT OF ANNUAL BUDGET.| TOBECK WEALTH MANAGEMENT, INVT RELATED, COHASSET, MN, 100% OWNERSHIP, START DATE 8/15/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| LIGHTNING BOOSTER CLUB; NOT INV RELATED; GRAND RAPIDS, MN; TREASURER; START DATE 02/18/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING. SUPPORT HIGH SCHOOL GIRLS HOCKEY TEAM ST JOSEPH'S SCHOOL ENDOWMENT; INV RELATED;GRAND RAPIDS,MN; INSTITUTIONAL INVESTMENT MANAGEMENT; MEMBER OF THE ADVISORY COMMITTEE; START DATE: 12/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2011-05-03
• S63 Uniform Securities Agent State Law Examination
  2011-04-05

Other Names

• Angela Marie Devries
• Angela Marie Tobeck