Matthew Watson

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Fargo, ND
• 11/2016 → 09/2024
  Wells Fargo Clearing Services, Llc
  Fargo, ND
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fargo, ND

Previous Registrations

• 2011-01-03 → 2024-09-20
  Wells Fargo Clearing Services, Llc
  Sioux Falls, SD
  Fargo, ND
  Grafton, ND
  Grand Forks, ND
  Grand Forks, ND
  Fargo, ND
  Fargo, ND
  Fargo, ND
  Fargo, ND
• 2008-06-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Fargo, ND

Other Businesses

ADVOCARE NUTRITION; NOT INV RELATED; PLANO, TX; DIRECT SALES, NUTRITIONAL PRODUCTS; DISTRIBUTOR; START 1/4/2016; 0 HOURS PER MONTH, 0 DURING TRADING; PURCHASE PRODUCTS AT DISCOUNTED PRICE. ONEWEALTH LLC, INV RELATED, FARGO, ND, 22% OWNERSHIP, START 5/31/24, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE; W SLASH LLC, INV RELATED, HORACE, ND, 100% OWNERSHIP, START 6/17/24, 1 HRS PER MONTH 0 HRS DURING TRADING, FINET PRACTICE; ONEWEALTH LLC DBA ONEWEALTH FINANCIAL, INV RELATED, FARGO, ND, 22% OWNERSHIP, START 8/26/24, 8 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE; FORTYONE LLC; INV RELATED;FRAZEE ,MN; YOGA STUDIO;50% OWNERSHIP; START DATE: 05/15/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; NORTH DAKOTA STATE UNIVERSITY TEAMMAKERS; NOT INV RELATED;FARGO,ND; CHAIRPERSON; START DATE: 06/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-06-04

Other Names

• Matthew Ross Watson