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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
MN RA APPROVED 2025-03-17
TX RA APPROVED_RES 2025-03-14
  • MN RA
    APPROVED
    Since 2025-03-17
  • TX RA
    APPROVED_RES
    Since 2025-03-14

Branch Locations

3200 Main St Suite 200, Coon Rapids, MN 55448 • 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
Wells Fargo Advisors Llc Saint Paul MN 08/2016 11/2016
Wells Fargo Clearing Services, Llc Saint Paul MN 11/2016 03/2025
Wells Fargo Advisors Financial Network, Llc Coon Rapids MN 03/2025 Present
Previous Registrations
  • 2013-04-18 → 2025-03-14
    Coon Rapids, MN
    Minneapolis, MN
    Atlanta, GA
    Columbus, GA
    Coon Rapids, MN
    Minneapolis, MN
    Spring Lake Park, MN
    Wayzata, MN
    Elk River, MN
    Minneapolis, MN
    Anoka, MN
    Wayzata, MN
Other Businesses

FREEDOM WEALTH MANAGEMENT LLC; INV RELATED; COON RAPIDS, MN; INV ADVISORY FIRM; 33.33% OWNERSHIP; START DATE 03/14/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING | CASSANDRA CORBIN LLC; INV RELATED; COON RAPIDS, MN; USED TO RECEIVE FINET PAYCHECKS; 100% OWNERSHIP; START DATE 03/14/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-16
S63 Uniform Securities Agent State Law Examination 2012-09-27
  • S65 Uniform Investment Adviser Law Examination
    2013-04-16
  • S63 Uniform Securities Agent State Law Examination
    2012-09-27
Other Names
  • Cassandra Lee Page
  • Cassandra Page
  • Cassie Corbin
  • Cassie Page
  • Cassandra Lee Corbin

View on SEC IAPD

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