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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Bend | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Bend | WI | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION, NOT INV RELATED, WEST BEND, WI, BOARD MEMBER, START 1/18/2022, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, APPROVING BUDGETS, PROVIDING FINANCIAL OVERSIGHT. HERITAGE PRIVATE WEALTH LLC; INV. RELATED; WEST BEND, WI; 11.11% OWNERSHIP; FINET PRACTICE; START DATE11/15/2024; 10 HOURS PER MONTH; 0 HOURS DURING TRADING. | LAHAMMER LLC; INVESTMENT RELATED; WEST BEND, WI; 100% OWNER; 01/27/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; FINET HERITAGE PRIVATE WEALTH LLC; INV RELATED;WEST BEND,WI; FINET;10% OWNERSHIP; START DATE: 11/15/2024; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-24 |
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