Larry Leppo

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
  Naples, FL
• 11/2016 → 06/2025
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 06/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Previous Registrations

• 2008-01-01 → 2025-06-05
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL
  Naples, FL
• 1994-07-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Naples, FL
  Naples, FL
  St. Louis, MO

Other Businesses

LEPPO WEALTH MANAGEMENT, LLC, INVT RELATED, NAPLES, FL, 100% OWNERSHIP, START DATE 6/5/2025, 4 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE. LARRY LEPPO CORPORATION; INV RELATED;NAPLES,FL; SECURITIES INVESTMENT;100% OWNERSHIP; START DATE: 06/05/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2011-12-27
• S63 Uniform Securities Agent State Law Examination
  1981-09-03

Other Names

• Larry Evon Leppo
• Larry Evan Leppo