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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
WI RA APPROVED 2025-06-04
  • WI RA
    APPROVED
    Since 2025-06-04

Branch Locations

120 N Main St Ste 250, West Bend, WI 53095 • 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
Marck Trading Appleton WI 05/2018 08/2018
Marck Trading Appleton WI 12/2018 01/2019
High School Luxemburg WI 09/2015 05/2017
Unemployed Luxemburg WI 05/2017 08/2017
Upper Iowa University Fayette IA 08/2017 05/2021
Venture Recycling Llc Luxemburg WI 05/2019 04/2022
Nicolet Wealth Management Green Bay WI 08/2021 04/2022
Private Client Services Green Bay WI 10/2021 03/2025
Nicolet Wealth Management Green Bay WI 04/2022 05/2025
Wells Fargo Advisors Financial Network, Llc West Bend WI 05/2025 Present
  • 05/2018 → 08/2018
    Marck Trading
    Appleton, WI
  • 12/2018 → 01/2019
    Marck Trading
    Appleton, WI
  • 09/2015 → 05/2017
    High School
    Luxemburg, WI
  • 05/2017 → 08/2017
    Unemployed
    Luxemburg, WI
  • 08/2017 → 05/2021
    Upper Iowa University
    Fayette, IA
  • 05/2019 → 04/2022
    Venture Recycling Llc
    Luxemburg, WI
  • 08/2021 → 04/2022
    Green Bay, WI
  • 10/2021 → 03/2025
    Private Client Services
    Green Bay, WI
  • 04/2022 → 05/2025
    Green Bay, WI
  • 05/2025 → Present
    West Bend, WI
Previous Registrations
Other Businesses

VENTURE RECYCLING LLC; INV RELATED; LUXEMBURG, WI; RECYCLED PAPER BROKERAGE ;100% OWNERSHIP; -; START DATE: 08/08/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| JD PROPERTY MANAGEMENT, LLC; INV RELATED; LUXEMBURG,WI; LLC;100% OWNERSHIP; START DATE: 03/09/2020; 1 HRS PER MONTH; 0 HRS DURING TRADING; TBD LLC; INV RELATED; DE PERE, WI; RENT OUT THE WAREHOUSE FOR PAPER STORAGE.;50% OWNERSHIP; PARENT/STEP-PARENT/IN-LAW; START DATE: 04/01/2026; 12 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-03-18
Other Names
  • Jon Michael Deprey
  • Jonathan Michael Deprey

View on SEC IAPD

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