Henry Phillip Abernethy Wepner

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

• 01/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Newton, NC
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Newton, NC
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Newton, NC

Previous Registrations

• 2018-03-14 → 2023-03-17
  Wells Fargo Clearing Services, Llc
  Newton, NC

Other Businesses

COVERED BRIDGE WEALTH MANAGEMENT LLC, INV RELATED, 33.33% OWNERSHIP, START 1/23/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. NEWTON DEPOT AUTHORITY; INV RELATED; NEWTON, NC; TREASURER; START DATE 6/27/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; ATTENDING MEETINGS; DISCUSSING OPERATIONS; REVIEWING REPORTS ON FINANCIALS, FUNDRAISING CAMPAIGN, OPERATIONS, AND PROJECTS; EVENT PLANNING; AND VOLUNTEERING FOR PROJECTS AND EVENTS.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14

Other Names

• Henry Wepner