Christopher Jeremy Macfarlane

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

• 08/2011 → 03/2021
  Robert W Baird & Co
  Naples, FL
• 03/2021 → 04/2026
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 04/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Previous Registrations

• 2021-03-24 → 2026-04-09
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 2011-08-17 → 2021-04-13
  Robert W. Baird & Co. Incorporated
  Naples, FL
• 2006-09-15 → 2011-10-24
  Alliancebernstein L.P.
  West Palm Beach, FL

Other Businesses

TEAMMAC00 REALTY, LLC; NOT INVESTMENT RELATED; NAPLES,FL; 90% OWNERSHIP; START DATE 06/29/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; VACANT LAND TO BE DEVELOPED. TEAMMAC LLC; INV RELATED; NAPLES, FL; 100% OWNERSHIP; START 03/01/2023; 0 HOURS PER MONTH; 1 HOUR DURING TRADING; FINET TRANSITION. | THE METROPOLITAN GROUP WEALTH ADVISORS; INV RELATED; BONITA SPRINGS, FL; 100% OWNERSHIP; 05/2025; 60 HOURS PER MONTH; 60 HOURS DURING TRADING; FINET PRACTICE TMG GROUP MANAGEMENT LLC ; INV RELATED;BONITA SPRINGS,FL; FINET ;100% OWNERSHIP; START DATE: 04/09/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING; CML FAMILY INC; INV RELATED;CARLSBAD,CA; S CORP FOR TAX;100% OWNERSHIP; START DATE: 03/05/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2006-09-13

Other Names

• Christopher Macfarlane, Cpwaâ¿, Cepa