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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-10
NV RA APPROVED 2021-04-07
TX RA APPROVED 2021-03-26
  • UT RA
    APPROVED
    Since 2026-02-10
  • NV RA
    APPROVED
    Since 2021-04-07
  • TX RA
    APPROVED
    Since 2021-03-26

Branch Locations

Mapleton, UT • United States

595 Humboldt St Ste 200, Reno, NV 89509 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co Salt Lake City UT 05/2004 03/2019
Morgan Stanley Reno NV 03/2019 03/2021
Wells Fargo Advisors Financial Network, Llc Reno NV 03/2021 Present
Previous Registrations
Other Businesses

NORTHERN SIERRA SOCCER REFEREE ASSOCIATION, NOT INVT RELATED, RENO, NV, SOCCER REFEREE, START DATE 3/30/2021, 16 HRS PER MONTH, 0 HRS DURING TRADING, SOCCER REFEREE OF GAMES.| UNIVERSITY OF NEVADA RENO, INVT RELATED, RENO, NV, ADJUNCT PROFESSOR, START DATE 8/1/2021, 24 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FUNDAMENTALS OF INVESTING.| THE MILLER FOUNDATION; NOT INV RELATED; LONG BEACH, CA; ORGANIZATION FOCUSING ON HEALTH; FINANCE COMMITTEE ADVISORY MEMBER; START DATE 09/05/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING| RENTAL PROPERTY; INV RELATED; RENO, NV; 50% OWNERSHIP; START DATE 09/01/2025; 2 HOUR PER MONTH; 0 HOURS DURING TRADING | RENTAL PROPERTY; INV RELATED; MAPLETON, UT; 100% OWNERSHIP; START DATE 08/10/2025; 2 HOUR PER MONTH; 0 HOURS DURING TRADING | KGP,LLC; INV RELATED; RENO, NV; LLC USED FOR PROPERTY MANAGEMENT; 50% OWNERSHIP; START DATE 09/01/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | KGP CRESTED MOSS LLC; INV RELATED; RENO, NV; RENTAL PROPERTY; 50% OWNERSHIP; START DATE 09/01/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY - 120; INV RELATED;INCLINE VILLAGE,NV; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 03/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-24
  • S66 Uniform Combined State Law Examination
    2017-08-24
Other Names
  • Brian Cheney

View on SEC IAPD

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