Cole Tan

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

• 09/2019 → 11/2023
  Lpl Financial, Llc
  Park City, UT
• 07/2017 → 08/2019
  Goldman Sachs
  Salt Lake City, UT
• 08/2016 → 07/2017
  Wasatch Touring
  Salt Lake City, UT
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Park City, UT

Previous Registrations

• 2019-11-12 → 2023-11-29
  Lpl Financial Llc
  Park City, UT

Other Businesses

PARK CITY WEALTH MANAGEMENT LLC, INV RELATED, PARK CITY, UT, 20% OWNERSHIP, START 11/16/23, 40HRS PER WEEK, 40HRS DURING TRADING, FINET PRACTICE; SON TAN PROPERTY MANAGEMENT LLC, INV RELATED, SALT LAKE CITY, UT, 50% OWNERSHIP, START DATE: 11/29/23, 1 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY; RENTAL PROPERTY, INV RELATED, SALT LAKE CITY, UT, 50% OWNERSHIP, START DATE: 8/26/21. 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER;

Exams

• S66 Uniform Combined State Law Examination
  2019-11-11

Other Names

• Cole Tan
• Cole Manger Tan