Robert Victor Lattig

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:

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-29
TX	RA	APPROVED_RES	2024-10-28

FL RA
APPROVED

Since 2024-10-29
TX RA
APPROVED_RES

Since 2024-10-28

Branch Locations

5700 North Highway Us1 Ste 200, Melbourne, FL 32940 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bank Of America, N.A.	Melbourne	FL	12/2009	10/2024
Wells Fargo Advisors Financial Network, Llc	Melbourne	FL	10/2024	Present

12/2009 → 10/2024

Bank Of America, N.A.

Melbourne, FL
10/2024 → Present

Wells Fargo Advisors Financial Network, Llc

Melbourne, FL

Previous Registrations

2009-10-23 → 2024-11-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melbourne, FL

Rockledge, FL

Rockledge, FL

Orlando, FL

Rockledge, FL
2006-12-18 → 2009-10-23

Banc Of America Investment Services, Inc.

Melbourne, FL
2003-07-10 → 2006-12-19

Ameriprise Advisor Services, Inc.

Melbourne, FL

Melbourne, FL
2000-06-02 → 2002-11-19

Morgan Stanley Dw Inc.

Indialantic, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-06-15

S66 Uniform Combined State Law Examination

2000-06-15

View on SEC IAPD