John Heckenkamp

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 → 10/2019
  Wells Fargo Advisors Llc
  Newport Beach, CA
• 11/1999 → 10/2016
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 10/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Previous Registrations

• 2002-05-03 → 2019-10-17
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
  Newport Beach, CA
  Long Beach, CA
  Laguna Beach, CA
  Long Beach, CA
  Dove Canyon, CA
  Newport Beach, CA

Other Businesses

RENTAL PROPERTY; INV RELATED; LADERA RANCH, CA; 100% OWNERSHIP; START 11/05/2010; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES ARE PROPERTY OWNER. RENTAL PROPERTY, INV RELATED, PALM SPRINGS, CA, 100% OWNERSHIP WITH SPOUSE, START 1/18/2017, ZERO HOURS PER MONTH, PROPERTY OWNER. RENTAL PROPERTY, INV RELATED, LA QUINTA, CA, 100% OWNERSHIP, START 6/1/2016, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. HENNESYS, NOT INV RELATED, LAGUNA BEACH, CA, GUITAR PLAYER, START 6/4/2018, 8 HOURS PER MONTH, ZERO DURING TRADING, MUSICIAN. RENTAL PROPERTY, INV RELATED, LA QUINTA, CA, 100% OWNERSHIP, START 6/1/2015, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-04
• S63 Uniform Securities Agent State Law Examination
  1991-08-27

Other Names

• John Eric Heckenkamp