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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
TX RA APPROVED 2025-11-25
WI RA APPROVED 2025-08-01
  • TX RA
    APPROVED
    Since 2025-11-25
  • WI RA
    APPROVED
    Since 2025-08-01

Branch Locations

1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • 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
Riverside Brewery And Restaurant West Bend WI 11/2007 Present
Wells Fargo Advisors Llc West Bend WI 08/2015 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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-06
S63 Uniform Securities Agent State Law Examination 2014-08-19
  • S66 Uniform Combined State Law Examination
    2018-09-06
  • S63 Uniform Securities Agent State Law Examination
    2014-08-19
Other Names
  • Kayla Mich
  • Kayla Chenille Mich
  • Kayla Chenille Krieser

View on SEC IAPD

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