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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
TX RA APPROVED 2026-01-05
FL RA APPROVED 2025-01-22
MD RA APPROVED 2024-12-17
  • TX RA
    APPROVED
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2025-01-22
  • MD RA
    APPROVED
    Since 2024-12-17

Branch Locations

Germantown, TN • United States

913 Gulf Breeze Parkway 27, Gulf Breeze, FL 32561 • United States

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 09/2020 01/2024
Suntrust Bank Nashville TN 12/2015 09/2020
Wells Fargo Advisors Financial Network, Llc Bethesda MD 12/2024 Present
Unemployed Memphis TN 02/2024 11/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Kristina Gerlach
  • Kristina Michelle Gerlach
  • Kristina G Hanniford

View on SEC IAPD

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