Cameron Reed Branum

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

• 04/2019 → 10/2020
  Wells Fargo Clearing Services, Llc
  Oklahoma City, OK
• 07/2015 → 07/2021
  United States Marine Corps Reserve
  Wichita, KS
• 12/2018 → 04/2019
  Crunch Fitness
  Norman, OK
• 12/2016 → 03/2018
  Lighthouse Fitness Management
  Norman, OK
• 09/2016 → 12/2016
  10 Gym
  Norman, OK
• 10/2020 → 07/2021
  T.S. Phillips Investments, Inc.
  Oklahoma City, OK
• 08/2021 → 12/2021
  Bardley-Morris Military Recruiting
  Chesapeake, VA
• 10/2021 → 02/2024
  Core Planning, Llc
  Saint Louis, MO
• 02/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Oklahoma, OK

Previous Registrations

• 2021-10-26 → 2024-02-13
  Core Planning
  Newcastle, OK
• 2020-10-26 → 2021-06-29
  Phillips Capital Advisors, Inc.
  Oklahoma City, OK
• 2019-08-09 → 2021-01-21
  Wells Fargo Clearing Services, Llc
  Oklahoma City, OK

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-15
• S66 Uniform Combined State Law Examination
  2019-08-09

Other Names

• Cameron Branum