Edward William Katz

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
  Atlanta, GA
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2008-01-01 → 2021-08-19
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2003-03-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Atlanta, GA
  St. Louis, MO
  Atlanta, GA

Other Businesses

EDWARD W. KATZ HOLDINGS LLC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 6/3/2021, 200 HOURS PER MONTH, 32.5 HOURS DURING TRADING, FINET PRACTICE. KATZ WEALTH MANAGEMENT GROUP LLC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 6/3/2021, 200 HOURS PER MONTH, 32.5 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-18
• S63 Uniform Securities Agent State Law Examination
  1994-12-08

Designations

• Certified Financial Planner

Other Names

• Ed Katz
• Edward W Katz