Nathalie Remillard

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

• 09/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Des Moines, IN
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Des Moines, IN
• 11/2018 → 02/2019
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL
• 02/2019 → 11/2024
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 11/2024 → Present
  Wells Fargo Advisors Financial Network
  Naples, FL

Previous Registrations

• 2019-03-01 → 2024-11-19
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 2018-11-15 → 2019-03-01
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL
• 2014-09-19 → 2018-11-15
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
  Des Moines, IA
  Naples, FL
• 2009-05-27 → 2014-10-10
  Rbc Capital Markets, Llc
  Clive, IA
• 2008-06-04 → 2009-05-13
  Ubs Financial Services Inc.
  West Des Moines, IA
  West Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2008-06-02
• S63 Uniform Securities Agent State Law Examination
  1997-03-17

Other Names

• Nathalie Lynda Peterson
• Nathalie Lynda Remillard
• Nathalie Lynda Gagnon
• Nathalie Peterson-Hobbs
• Nathalie Petersonhobbs
• Nathalie Lynda Peterson
• Nathalie Peterson Hobbs
• Nathalie Lynda Peterson Hobbs
• Nathalie Lynda Hobbs
• Nathalie Peterson Hobbs
• Nathalie Peterson Remillard