Teresa Shumaker

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
  Sioux Falls, SD
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Sioux Falls, SD
• 06/2026 → Present
  Wells Fargo Advisors Financial Network
  Sioux Falls, SD

Other Businesses

TERESA SHUMAKER GREETING CARDS, NOT INV RELATED, HARTFORD, SD, 100% OWNERSHIP, START 3/19/2018, 20 HOURS PER MONTH, ZERO DURING TRADING, HOMEMADE GREETING CARDS SOLD AT LOCAL GAS STATION. JOHN MARX LAMPS, NOT INVT RELATED, HARTFORD, SD, 100% OWNERSHIP WITH SPOUSE, START DATE 6/13/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER AND DESIGNER OF LAMP SHADE.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-04
• S63 Uniform Securities Agent State Law Examination
  1998-07-30

Other Names

• Teresa Johnson
• Teresa Schumaker
• Teresa Jane Strom
• Teresa Jane Shumaker