Shawn Longley

Current Employers

Employment History

• 01/2008 → 11/2019
  Wells Fargo Clearing Services, Llc
  Fond Du Lac, WI
• 11/2019 → 12/2025
  Wells Fargo Advisors Financial Network, Llc
  Fond Du Lac, WI
• 12/2025 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-11-15 → 2025-12-23
  Wells Fargo Advisors Financial Network, Llc
  Fond Du Lac, WI
• 2008-01-01 → 2019-11-15
  Wells Fargo Clearing Services, Llc
  Fond Du Lac, WI

Other Businesses

1. NAME OF OTHER BUSINESS: ST. MARY'S SPRINGS ACADEMY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: FOND DU LAC, WI 54937; NATURE OF BUSINESS: FOUNDATION; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, VOTE, PROVIDE INPUT AND REVIEW STATEMENTS/REPORTS; 2. NAME OF OTHER BUSINESS: ST. MARY'S SPRINGS ACADEMY ATHLETIC BOOSTER CLUB; INVESTMENT RELATED: NO; ADDRESS: FOND DU LAC, WI 54937; NATURE OF BUSINESS: BOOSTER CLUB; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, VOTE, PROVIDE INPUT AND REVIEW STATEMENTS/REPORTS; 3. NAME OF OTHER BUSINESS: HOLY FAMILY CATHOLIC CHURCH FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: FOND DU LAC, WI 54937; NATURE OF BUSINESS: FOUNDATION; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, VOTE, PROVIDE INPUT AND REVIEW STATEMENTS/REPORTS; 4. NAME OF OTHER BUSINESS: CADETS68SPORTSCARDS; INVESTMENT RELATED: NO; ADDRESS: FOND DU LAC, WI 54937; NATURE OF BUSINESS: BUY, SELL, AND TRADE CARDS; START DATE: 02/1999; POSITION/TITLE/RELATIONSHIP: NONE; APX NUMBER OF HOURS PER WEEK: 7; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: COLLECT SPORTS CARDS. BUY AND SELL THEM ON EBAY. 5. NAME OF OTHER BUSINESS: LVF, LLC DBA LEDGEVEST FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT FIRM; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: LLC THAT WE USE TO OPERATE OUR INVESTMENT FIRM;

Exams

• S66 Uniform Combined State Law Examination
  2006-08-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-18

Designations

Other Names

• Shawn Louis Longley