William Soltis

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Orland Park, IL
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Orland Park, IL
• 06/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Mokena, IL

Previous Registrations

• 2003-07-01 → 2022-07-01
  Wells Fargo Clearing Services, Llc
  Orland Park, IL
  Orland Park, IL
• 1998-01-28 → 2003-07-01
  Prudential Equity Group, Llc
  Orland Park, IL

Other Businesses

DA GOOD TIMES, NOT INV RELATED, OAK LAWN, IL, BASS PLAYER, START 7/7/2022, 6 HRS PER MONTH, 0 HRS DURING TRADING, HOBBY, TIPS IF ANY. AST PARTNERS LLC, INV RELATED, OAK LAWN, IL, 100% OWNERSHIP, START 6/22/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. VANSOLTEN LLC, INV RELATED, MOKENA, IL, 33.33% OWNERSHIP, START 3/30/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. THE IRA GROUP LLC; INV RELATED; WEST BEND, WI; 25% OWNERSHIP; START: 11/4/2023; 2 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-27
• S63 Uniform Securities Agent State Law Examination
  1991-06-20

Other Names

• Bill Soltis
• William Anthony Soltis