Nancy Anderson

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

• 04/2019 → 05/2021
  Calamos Wealth Management Llc
  Naperville, IL
• 07/2015 → 03/2019
  Bny Mellon
  Chicago, IL
• 06/2021 → 10/2022
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 09/2022 → Present
  Wells Fargo Bank
  Chicago, IL
• 10/2022 → Present
  Wells Fargo Clearing Services
  Chicago, IL

Previous Registrations

• 2021-08-04 → 2022-10-18
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2019-10-24 → 2021-05-10
  Calamos Wealth Management Llc
  Naperville, IL
• 2013-12-09 → 2015-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
  New York, NY
  Minneapolis, MN

Other Businesses

LEGAL/ATTORNEY/PARALEGAL; NOT INV RELATED; MINNEAPOLIS, MN; THE STATE BAR ASSOCIATION ENSURES THAT AN ATTORNEY IS LICENSED AND HAVE BEEN REGISTERED AND LICENSED BY THE MN STATE BOARD OF LAW EXAMINERS.IT CONFIRMS THE LICENSE CREDENTIALS; START DATE: 09/15/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2001-05-29

Other Names

• Nancy Elias Anderson
• Nancy E Anderson