Lorne H Maltenfort

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

• 03/2017 → 07/2018
  Temple Sinai
  Denver, CO
• 08/2008 → 02/2017
  Westwood Kehilla
  Los Angeles, CA
• 10/2018 → 06/2020
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 10/2018 → 06/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2018 → 06/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2021 → Present
  Wells Fargo Clearing Services, Llc
  Arvada, CO
• 04/2021 → Present
  Wells Fargo Bank, Na
  Arvada, CO
• 07/2020 → 03/2021
  Attorney At Law
  Denver, CO

Other Businesses

CALIFORNIA BAR ASSOCIATION, NOT INVT RELATED, SAN FRANCISCO, CA, INACTIVE LAW LICENSE, START DATE 4/28/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, CONTINUING EDUCATION ONLY. ARAPAHOE COUNTY ELECTIONS DIVISION; NOT INV. RELATED; LITTLETON, CO; ELECTION JUDGE; START DATE 11/2022; TIME SPENT: ELECTION DAY.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24
• S63 Uniform Securities Agent State Law Examination
  2018-10-01

Other Names

• Lorne F Maltenfort
• Lorne F Maltenfort
• Lorne H Maltenfort