Noel Christopher Culberson

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

• 02/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Louisville, CO

Previous Registrations

• 2009-06-01 → 2016-02-22
  Morgan Stanley
  Boulder, CO
  Boulder, CO
• 2008-05-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Boulder, CO
• 2004-10-28 → 2008-05-21
  Ubs Financial Services Inc.
  Boulder, CO
  Boulder, CO

Other Businesses

BOULDER COMMUNITY FOUNDATION, INV RELATED, BOULDER, CO, INVESTMENT COMMITTEE MEMBER, START 10/15/2014, .67 HOURS PER MONTH, ZERO DURING TRADING, ADVISING THE BOARD ON INVESTMENT MANAGER PERFORMANCE. KTNC INC, INVT RELATED, LOUISVILLE, CO, 50% OWNERSHIP, START DATE 1/1/2016, 240 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.; TRUSTEE FOR KTNC INC. 401K, INV RELATED, LOUISVILLE, CO, START: 01/01/2016, 4 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. KTNC LEGACY, LLC ; INV RELATED; LOUISVILLE, CO; FINET PRACTISE ;50% OWNERSHIP; START DATE: 10/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; KTNC HOLDINGS, LLC ; INV RELATED; LOUISVILLE, CO; MERCHANT TIER 1 AGREEMENT;40% OWNERSHIP; START DATE: 10/16/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2004-10-25