Heidi Lee Farrell

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
UT	RA	APPROVED	2026-06-17
ID	RA	APPROVED	2026-06-16
TX	RA	APPROVED	2026-06-16

UT RA
APPROVED

Since 2026-06-17
ID RA
APPROVED

Since 2026-06-16
TX RA
APPROVED

Since 2026-06-16

Branch Locations

Driggs, ID • United States

310 E. 4500 S. Suite 230 [Satellite], Murray, UT 84107 • United States

400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • 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

Organization	City	State	From	To
West & Read Consulting Llc	Riverton	UT	11/2015	10/2019
Waddell & Reed Inc	Salt Lake City	UT	01/2016	07/2021
My Big Girl Pants Llc	Salt Lake City	UT	07/2016	Present
Various Insurance Carriers For W & R Insurance Agencies	Cottonwood Heights	UT	05/2016	07/2021
David Reichert	Cottonwood Heights	UT	12/2018	02/2019
Abundant Business Bni Chapter-Non Profit	South Jordan	UT	10/2017	10/2019
Joel Cromar	Cottonwood Heights	UT	02/2019	05/2021
Lpl Financial Llc	Salt Lake City	UT	07/2021	06/2026
Wells Fargo Advisors Financial Network, Llc	Fort Collins	CO	06/2026	Present

11/2015 → 10/2019

West & Read Consulting Llc

Riverton, UT
01/2016 → 07/2021

Waddell & Reed Inc

Salt Lake City, UT
07/2016 → Present

My Big Girl Pants Llc

Salt Lake City, UT
05/2016 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Cottonwood Heights, UT
12/2018 → 02/2019

David Reichert

Cottonwood Heights, UT
10/2017 → 10/2019

Abundant Business Bni Chapter-Non Profit

South Jordan, UT
02/2019 → 05/2021

Joel Cromar

Cottonwood Heights, UT
07/2021 → 06/2026

Lpl Financial Llc

Salt Lake City, UT
06/2026 → Present

Wells Fargo Advisors Financial Network, Llc

Fort Collins, CO

Previous Registrations

2021-07-21 → 2026-06-25

Lpl Financial Llc

Salt Lake City, UT

Salt Lake City, UT
2016-03-10 → 2021-07-21

Waddell & Reed

Clearfield, UT

Scottsdale, AZ

Las Vegas, NV

Salt Lake City, UT

Other Businesses

7/22/2021 - My Big Girl Pants LLC / Business Entity For Tax/ Investment Purposes Only / Not Investment Related / 0HR / MO / Home Based - Started 2016 NON VARIABLE LIFE, HEALTH, DISABILITY AND LTC INSURANCE - INDEPENDENT AGENT ; INV RELATED;FORT COLLINS ,CO; INDEPENDENT AGENT;100% OWNERSHIP; START DATE: 04/01/2026; 3 HRS PER MONTH; 3 HRS DURING TRADING;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-10

S66 Uniform Combined State Law Examination

2016-03-10

Other Names

Heidi Westfall
Heidi Lee Westfall

View on SEC IAPD