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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| ID | RA | APPROVED | 2022-09-01 |
Branch Locations
1135 Pier View Dr Ste 170 & 140, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Idaho Falls | ID | 04/2020 | 09/2022 |
| Brigham Young University - Idaho | Rexburg | ID | 08/2015 | 05/2019 |
| Canyon Creek Cabinets | Rexburg | ID | 01/2018 | 05/2020 |
| Wells Fargo Advisors Financial Network, Llc | Idaho Falls | ID | 09/2022 | Present |
GREEN CAPITAL, LLC, INVT RELATED, IDAHO FALLS, ID, 100% OWNERSHIP, START DATE 9/2/2022, 160 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.| MOUNTAIN CREST WEALTH MANAGEMENT II, LLC, INVT RELATED, IDAHO FALLS, ID, 25% OWNERSHIP, START DATE 9/2/2022, 160 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.| SNAKE RIVER WEALTH MANAGE, LLC, INVT RELATED, IDAHO FALLS, ID, 50% OWNERSHIP, START DATE 9/2/2022, 160 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.;| CO-TRUSTEE FOR MOUNTAIN CREST WEALTH PSP, INV RELATED, IDAHO FALLS, ID, START: 12/23/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE PSP.| TETON BAGEL TRAVELS; NOT INV RELATED; IDAHO FALLS, ID; PROVIDES FOOD TO THE PUBLIC; 20% OWNER; START DATE 01/06/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING | RENTAL PROPERTY; INV RELATED; UCON,ID; RENTAL;100% OWNERSHIP; START DATE: 05/08/2025; 10 HRS PER MONTH; 10 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-23 |
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