Anthony Edward Gottschalk

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

• 08/2015 → 06/2018
  Morgan Stanley
  Ft Myers, FL
• 10/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NE
• 06/2018 → 07/2023
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Myers, FL

Previous Registrations

• 2018-07-03 → 2023-07-21
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
• 2015-11-04 → 2018-07-02
  Morgan Stanley
  Naples, FL
  Fort Myers, FL

Other Businesses

GOTTSCHALK FAMILY OFFICE, LLC, INVT RELATED, FORT MYERS, FL, 100% OWNERSHIP, START DATE 7/21/2023, 4 HRS PER MONTH, 1 HR DURING TRADING, FINET PRACTICE. WMMG WEALTH MANAGEMENT, LLC, INVT RELATED, FORT MYERS, FL, 16.6% OWNERSHIP, START DATE 7/21/2023, 4 HRS PER MONTH, 1 HR DURING TRADING, PARTNER IN FINET PRACTICE. WMMG FORT MYERS PROPERTY LLC; INV RELATED; FORT MYERS, FL; 8% OWNERSHIP; START DATE 3/6/2024; 2 HOURS PER MONTH; 0 DURING TRADING; LLC TO HOLD COMMERCIAL PROPERTY FOR FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-30

Other Names

• Tony Gottschalk