Gene O'DEll

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Springfield, MO
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Springfield, MO
• 02/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Springfield, MO

Previous Registrations

• 2009-04-06 → 2021-02-11
  Wells Fargo Clearing Services, Llc
  Springfield, MO
  Mountain Home, AR
• 2000-08-14 → 2002-09-16
  Citigroup Global Markets Inc.
  Springfield, MO

Other Businesses

GOCO ENTERPRISES, LLC, INVT RELATED, SPRINGFIELD, MO, 100% OWNERSHIP, START 9/22/2020, 200 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.| FINTERIS HOLDING COMPANY,LLC; INV. RELATED; JEFFERSON CITY,MO; 16.66% OWNERSHIP; START 10/3/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.| OZFW LLC; INV RELATED; JEFFERSON CITY, MO; 50% OWNERSHIP; START DATE 04/03/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING; FINET PRACTICE

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-01
• S63 Uniform Securities Agent State Law Examination
  2000-05-06

Other Names

• Gene Anthony O'DEll
• Eugene Anthony Odell
• Eugene O'DEll
• Gene O'DEll