Martin Baty Culbertson

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greer, SC
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Greer, SC
• 05/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Greenville, SC

Previous Registrations

• 2007-09-19 → 2023-05-04
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Greer, SC
  Greenville, SC
  Greer, SC
  Greer, SC
  Mauldin, SC
  Greenville, SC
  Greenville, SC
  Greenville, SC
  Greenville, SC
  Greenville, SC

Other Businesses

CULBERTSON YPW, LLC, INVT RELATED, GREENVILLE, SC, 100% OWNERSHIP, START DATE 5/5/2023, 0 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.; YIELD PRIVATE WEALTH, LLC, INVT RELATED, GREENVILLE, SC, 33% OWNERSHIP, START DATE 5/5/2023, 0 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.; BATTERY CREEK AT BERKELEY, LLC, INVT RELATED, GREENVILLE, SC, 60 OWNERSHIP WITH SPOUSE, START DATE 3/3/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, HOLDS REAL ESTATE PROPERTIES.; POWER OF ATTORNEY FOR SPOUSE, INV RELATED, GREENVILLE, SC, START: 5/17/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-14
• S63 Uniform Securities Agent State Law Examination
  2006-06-30

Designations

• Certified Financial Planner

Other Names

• Martin Culbertson