Elizabeth Megan Day-Griffin

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

• 08/2009 → 11/2016
  Wells Fargo Advisors, Llc
  Orlando, FL
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 04/2018 → Present
  Wells Fargo Advisors Financial Network, Llc
  Louisville, CO

Previous Registrations

• 2012-08-02 → 2018-04-05
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
  Marquette, MI
  Loveland, CO
  Loveland, CO
  Longmont, CO

Other Businesses

TRAILHEAD WEALTH MANAGEMENT LLC, INV RELATED, LOUISVILLE, CO, 2% OWNERSHIP, START 1/1/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. TWM LEGACY PARTNERS LLC; INV RELATED; LOUISVILLE, CO; 2% OWNERSHIP; START 1/11/2024; 175 HRS PER MONTH; 100 HRS DURING TRADING; FINET LLC FOR SUCCESSION PLANNING. TWM DE HOLDINGS LLC, INV RELATED, LOUISVILLE, CO, 1.6% OWNERSHIP, START 3/15/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-31

Other Names

• Elizabeth Megan Day
• Liz Day-Griffin