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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-12
TX RA APPROVED 2026-02-10
  • FL RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-10

Branch Locations

1070 Lake Sumter Landing, The Villages, FL 32162 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2011 01/2026
Wells Fargo Advisors Financial Network, Llc The Villages FL 02/2026 Present
Previous Registrations
  • 2011-07-06 → 2026-01-25
    Morriston, FL
    Morriston, FL
    Ocala, FL
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-30
  • S66 Uniform Combined State Law Examination
    2011-06-30
Other Names
  • Kelly Moore
  • Elizabeth Kelly Moore

View on SEC IAPD

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