Craig Allen Poet

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

• 10/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Ponca City, OK

Previous Registrations

• 2008-01-01 → 2012-10-19
  Wells Fargo Clearing Services, Llc
  Stillwater, OK
  Ponca City, OK
• 2007-05-21 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Ponca City, OK

Other Businesses

1. NOTARY PUBLIC; NOT INV RELATED; STATE OF OKLAHOMA; START 8/26/2013; MINIMAL TIME DEVOTED; RARELY DURING TRADING HOURS. | 2. TRUSTEE OF MULTIPLE FINET PRACTICE 401K PLANS FBO SELF AND ASSOCIATES; INV. RELATED; PONCA CITY, OK; START 10/19/2012; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.| 3. FERGUSON, MULLIGAN, AND POET LLC; INV. RELATED; PONCA CITY, OK; 25% OWNERSHIP; START 10/2012; 0 HRS PER MONTH; 8 HRS DURING TRADING.;| 4. RENTAL PROPERTY; INV RELATED; PONCA CITY, OK; 100% OWNERSHIP; START 1/1/2020; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD.| 5. BLUESTEM INVESTMENT PROPERTIES LLC; NOT INV RELATED; PONCA CITY, OK; 100% OWNERSHIP WITH SPOUSE; START 3/1/2020; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; OWNER.| 6. RENTAL PROPERTY, INV RELATED, PONCA CITY, OK, 100% OWNERSHIP, START 6/1/2020, 3 HOURS PERM ONTH, ZERO DURING TRADING, LANDLORD.| 7. RENTAL PROPERTY; INV RELATED; PONCA CITY, OK; 100% OWNERSHIP WITH SPOUSE; START 3/1/2020; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD.| 9. RENTAL PROPERTY, INV RELATED, PONCA CITY, OK, 100% OWNERSHIP, START 3/1/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.| 10. RENTAL PROPERTY, INV RELATED, PONCA CITY, OK, 100% OWNERSHIP, START 3/1/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.| 11. RENTAL PROPERTY, INV RELATED, PONCA CITY, OK, 100% OWNERSHIP, START 9/1/2021, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.| 13. RENTAL PROPERTY, INV RELATED, PONCA CITY, OK, 100% OWNERSHIP WITH SPOUSE, START 2/1/2023, 3 HOURS PER MONT, ZERO HOURS DURING TRAIDNG, LANDLORD.| 15. RENTAL PROPERTY; INV RELATED; PONCA CITY, OK; 100% OWNERSHIP; START DATE 8/19/2024; 2 HOURS PER MONTH; 0 DURING TRADING; LANDLORD.| 15. RENTAL PROPERTY; INV RELATED; PONCA CITY, OK; 100% OWNERSHIP; START DATE 1/15/2025; 2 HOURS PER MONTH; 0 DURING TRADING; LANDLORD.| RENTAL PROPERTY; INV RELATED; PONCA CITY, OK; 50% OWNERSHIP; START DATE 4/21/2025; 2 HOURS PER MONTH; 0 DURING TRADING ST. LUKE'S CHURCH OF THE NAZAREN; INV RELATED;PONCA CITY,OK; FINANCE COMMITTEE MEMBER; START DATE: 03/16/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18

Other Names

• Allen Poet Craig