Heidi Rebecca Lange Missett

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wheeling, WV
• 11/2016 → 12/2025
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
• 12/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  St Clairsville, OH

Previous Registrations

• 2007-09-11 → 2025-12-05
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
• 2005-08-22 → 2007-09-12
  Ameriprise Financial Services, Llc
  Canonsburg, PA
  Sewickley, PA

Other Businesses

TRUSTEE OF TRUST SET UP BY SPOUSE FOR NEPHEW; INV. RELATED; ST CLAIRSVILLE, OH; TRUSTEE; START DATE 4/2018; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | MISSETT WEALTH MANAGEMENT, LLC; INV RELATED; ST CLAIRSVILLE, OH; LLC FOR FINET PRACTICE; 100% OWNERSHIP; START DATE 12/05/2025; 200 HOURS PER MONTH; 200 HOURS DURING TRADING | MISSETT PROPERTIES, LLC; INV RELATED; ST CAIRSVILLE, OH; LLC FOR PROPERTY; 50% OWNERSHIP; START DATE 07/29/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2005-07-22

Other Names

• Heidi Rebecca Lange Koler
• Heidi R Missett
• Heidi Rebecca Lange Missett
• Heidi R Koler