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Zoe Marie Mcfadden

Wells Fargo Advisors Financial Network, LLC

Troy, OH

CRD 7587939

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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
OH RA APPROVED 2026-06-03
  • OH RA
    APPROVED
    Since 2026-06-03

Branch Locations

51 S Stanfield Rd, Troy, OH 45373 • 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 Financial Network, Llc Troy OH 06/2022 Present
Levy Restaurants Columbus OH 08/2022 07/2024
Atlas Tavern Columbus OH 05/2021 05/2025
The Ohio State University Columbus OH 08/2024 12/2025
Big Walnut Local School District Sunbury OH 08/2011 05/2022
  • 06/2022 → Present
    Wells Fargo Advisors Financial Network, Llc
    Troy, OH
  • 08/2022 → 07/2024
    Levy Restaurants
    Columbus, OH
  • 05/2021 → 05/2025
    Atlas Tavern
    Columbus, OH
  • 08/2024 → 12/2025
    The Ohio State University
    Columbus, OH
  • 08/2011 → 05/2022
    Big Walnut Local School District
    Sunbury, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03
Other Names
  • Zoe Mcfadden

View on SEC IAPD

Nearby Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Russel Holley Surber
Myrtie Ellen Melas
JASON ANDREW THOMPSON

Nearby Offices

EDWARD JONES · TROY, OH
PNC WEALTH MANAGEMENT LLC · TROY, OH
AMERIPRISE FINANCIAL SERVICES, LLC · TROY, OH

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