Steven Nuetzel

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
  Towson, MD
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Towson, MD
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hunt Valley, MD

Previous Registrations

• 2009-02-13 → 2024-04-18
  Wells Fargo Clearing Services, Llc
  Hunt Valley, MD
  Lutherville, MD
• 2006-02-21 → 2009-03-10
  Citigroup Global Markets Inc.
  Hunt Valley, MD
  New York, NY
  Hunt Valley, MD
• 1997-08-12 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Hunt Valley, MD

Other Businesses

NUETZEL WEALTH MANAGEMENT LLC; INV. RELATED; TOWSON, MD; OWNER; LLC FOR FINET PRACTICE; STARTT DATE 4/18/2024; 160 HOURS PER MONTH; 160 HOURS DURING TRADING.| NUETZEL GP, LLC; INV RELATED; TOWSON, MD; 90% OWNERSHIP; START DATE 05/09/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING; FORMED TO SELL A PERCENTAGE TO A PARTNERSHIP

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-18
• S63 Uniform Securities Agent State Law Examination
  1995-04-04

Designations

• Certified Financial Planner

Other Names

• Steven Clifton Nuetzel