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Mckenzie Moore

Wells Fargo Advisors Financial Network, LLC

Middleton, WI

Collegeville, PA

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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
WI RA APPROVED 2025-08-21
TX RA APPROVED_RES 2025-08-08
PA RA APPROVED 2025-07-31
  • WI RA
    APPROVED
    Since 2025-08-21
  • TX RA
    APPROVED_RES
    Since 2025-08-08
  • PA RA
    APPROVED
    Since 2025-07-31

Branch Locations

7780 Elmwood Ave Ste 203 [Satellite], Middleton, WI 53562 • United States

555 Second Avenue Suite D-300, Collegeville, PA 19426 • 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
Ascend Staffing (New Company) Omaha NE 06/2014 01/2020
Aurstaff Omaha NE 01/2020 08/2020
Doordash Omaha NE 08/2020 09/2021
Ups Omaha NE 09/2021 07/2022
Tommy Hilfiger Gretna NE 07/2022 02/2023
Charles Schwab & Co., Inc. Omaha NE 02/2023 06/2025
Wells Fargo Advisors Financial Network, Llc Collegeville PA 06/2025 Present
  • 06/2014 → 01/2020
    Ascend Staffing (New Company)
    Omaha, NE
  • 01/2020 → 08/2020
    Aurstaff
    Omaha, NE
  • 08/2020 → 09/2021
    Doordash
    Omaha, NE
  • 09/2021 → 07/2022
    Ups
    Omaha, NE
  • 07/2022 → 02/2023
    Tommy Hilfiger
    Gretna, NE
  • 02/2023 → 06/2025
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 06/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Collegeville, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

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