Jake Anthony Punzenberger

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

• 06/2018 → 08/2025
  Wells Fargo Clearing Services, Llc
  West Bend, WI
• 09/2009 → 06/2018
  Deloitte Services Llp
  Arlington, VA
• 08/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  West Bend, WI

Previous Registrations

• 2018-10-22 → 2025-08-01
  Wells Fargo Clearing Services, Llc
  West Bend, WI

Other Businesses

KETTLE MORAINE YMCA, NOT INV RELATED, WEST BEND, WI, BUDGET & FINANCE COMMITTEE, START: 8/24/2018, 4 HOURS PER MONTH/0 DURING TRADING, DUTIES: REVIEW BUDGET.; TRUSTEE FOR FRIEND, INV RELATED, WEST BEND, WI, START: 12/01/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. | HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES; INV RELATED; WEST BEND, WI; AFFORDABLE HOUSING MINISTRY; TREASURER; START DATE: 10/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES; INV RELATED; WEST BEND, WI; AFFORDABLE HOUSING MINISTRY; FINANCE COMMITTEE MEMBER; START DATE: 10/01/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22

Other Names

• Jake Punzenberger