Emily Voegeli Wilson

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

• 05/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Mount Vernon, IL

Other Businesses

JONES & WILSON FINANCIAL LLC; INV RELATED; MT. VERNON, IL; 48% OWNERSHIP; START 5/1/24; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 3; FINET PRACTICE. JONES & WILSON FINANCIAL LLC 401K; INV RELATED; MT. VERNON, IL; CO-TRUSTEE; FINET PRACTICE 401K PLAN; START 10/2019; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, BENTON, IL, 100% OWNERSHIP WITH SPOUSE, START 3/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. VE PROPERTY SOLUTIONS LLC; INV. RELATED; SALEM, IL; 15% OWNERSHIP; INVESTMENT PROPERTIES; START DATE 10/6/2023; 10 HRS PER MONTH; 1 HR DURING TRADING; DUTIES ATTEND MEETINGS TO DISCUSS TYPES OF PROPERTIES TO PURCHASE. WILSON COACHING TEAM, NOT INV RELATED, SALEM, IL, 100% OWNERSHIP WITH SPOUSE, START 7/15/24, 20 HRS PER MONTH, 0 HRS DURING TRADING, HEALTH COACH;

Exams

• S66 Uniform Combined State Law Examination
  2013-03-18

Other Names

• Emily Marguerite Voegeli