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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-03
PA RA APPROVED 2023-01-03
TX RA APPROVED 2023-01-03
  • NJ RA
    APPROVED
    Since 2023-01-03
  • PA RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03

Branch Locations

2003 S Easton Rd Ste 208, Doylestown, PA 18901 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Jenkintown PA 09/2013 11/2016
Wells Fargo Clearing Services, Llc Jenkintown PA 11/2016 01/2023
Wells Fargo Advisors Financial Network, Llc Jenkintown PA 01/2023 Present
Previous Registrations
Other Businesses

CHESTNUT HILL COLLEGE; NOT INV RELATED; PHILADELPHIA, PA; COLLEGE INSTITUTION; INVESTMENT COMMITTEE MEMBER; START DATE 02/24/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | KM FINANCIAL, LLC; INV RELATED; DOYLESTOWN, PA; FINET PRACTICE; 33% OWNERSHIP; START DATE 01/03/2023; 170 HOURS PER MONTH; 170 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-22
  • S66 Uniform Combined State Law Examination
    2017-02-22
Designations
  • Certified Financial Planner
Other Names
  • Stephen Kidron
  • Stephen Richard Kidron

View on SEC IAPD

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