Gregory Hoelzel

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

• 11/2013 → 11/2016
  Wells Fargo Advisors Llc
  Woodland Hills, CA
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA
• 05/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Woodland Hills, CA

Previous Registrations

• 2013-11-21 → 2025-05-30
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA
  Mammoth Lakes, CA
• 2009-06-01 → 2013-12-02
  Morgan Stanley
  Sherman Oaks, CA
• 2008-03-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Sherman Oaks, CA
• 2001-04-20 → 2008-04-18
  Ubs Financial Services Inc.
  Encino, CA
  Sherman Oaks, CA

Other Businesses

HOELZEL HARE GROUP, LLC; INV RELATED; SHERMAN OAKS, CA; LLC FOR THE FINET BUSINESS; 51% OWNERSHIP; START DATE 4/29/2025; 100 HOURS PER MONTH; 100 HOURS DURING TRADING HOURS| 477 CAPITAL; INV RELATED; SHERMAN OAKS, CA; CONSULTING; 100% OWNERSHIP; START DATE 04/17/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2014-02-13
• S63 Uniform Securities Agent State Law Examination
  1991-05-23

Designations

• Certified Financial Planner

Other Names

• Gregory William Hoelzel