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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 | 2026-03-05 |
| 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 | 09/2015 | 12/2019 |
| Canyon Creek Cabinets | Rexburg | ID | 01/2018 | 04/2020 |
| Wells Fargo Advisors Financial Network, Llc | Idaho Falls | ID | 09/2022 | Present |
CWG CAPITAL, LLC, INVT RELATED, IDAHO FALLS, ID, 100% OWNERSHIP, START DATE 5/26/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE. MOUNTAIN CREST WEALTH MANAGEMENT, II, LLC, INVT RELATED, IDAHO FALLS, ID, 25% OWNERSHIP, START DATE 5/26/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE. GREEN WEALTH MANAGEMENT, LLC, INVT RELATED, IDAHO FALLS, ID, 50% OWNERSHIP, START DATE 5/26/2022, 120 HRS PER MONTH, 6 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
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