Lorayne Newton

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:

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2021-04-12
TX	RA	APPROVED	2021-04-09

ID RA
APPROVED

Since 2021-04-12
TX RA
APPROVED

Since 2021-04-09

Branch Locations

1135 Pier View Dr Ste 170 & 140, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Boise	ID	10/2013	11/2016
Wells Fargo Clearing Services, Llc	Boise	ID	11/2016	04/2021
Wells Fargo Advisors Financial Network, Llc	Idaho Falls	ID	04/2021	Present

10/2013 → 11/2016

Wells Fargo Advisors, Llc

Boise, ID
11/2016 → 04/2021

Wells Fargo Clearing Services, Llc

Boise, ID
04/2021 → Present

Wells Fargo Advisors Financial Network, Llc

Idaho Falls, ID

Previous Registrations

2013-10-01 → 2021-04-09

Wells Fargo Clearing Services, Llc

Boise, ID

Idaho Falls, ID
2006-02-14 → 2013-10-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Idaho Falls, ID

Bozeman, MT

Other Businesses

NOTARY PUBLIC; NOT INV RELATED; STATE OF IDAHO; SIGNING AGENT; NOTARIZE DOCUMENTS; START 01/01/2013; 10 HOURS PER MONTH; NOT DURING TRADING HOURS. RENTAL PROPERTY; INV RELATED; RIGBY, ID; 100% OWNER WITH SPOUSE; START: 6/1/98; 0 HR/MO; 0 DURING TRADING; OWNER RENTAL PROPERTY; INV RELATED; RIGBY, ID; 100% OWNER WITH SPOUSE; START: 6/1/98; 0 HR/MO; 0 DURING TRADING; OWNER RENTAL PROPERTY; INV RELATED; RIGBY, ID; 100% OWNER WITH SPOUSE; START: 6/1/98; 0 HR/MO; 0 DURING TRADING; OWNER RENTAL PROPERTY; INV RELATED; ST ANTHONY, ID; 100% OWNER WITH SPOUSE; START: 6/1/98; 0 HR/MO; 0 DURING TRADING; OWNER RENTAL PROPERTY, INV RELATED, ISLAND PARK, ID, 100% OWNERSHIP, START 5/15/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNER. RENTAL PROPERTY, INV RELATED, ISLAND PARK, ID, 100% OWNERSHIP, START 11/12/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNER. RENTAL PROPERTY - 4626; INV RELATED; RIGBY, ID; RENTAL;100% OWNERSHIP; START DATE: 09/26/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-02-13

S66 Uniform Combined State Law Examination

2006-02-13

Other Names

Lori E Westreicher
Lorayne E Skaar
Lori E Skaar
Lori E Newton
Lorayne E Newton

View on SEC IAPD