Gregory Nebel

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
  Milwaukee, WI
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
• 09/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Perwaukee, WI

Previous Registrations

• 1999-01-12 → 2021-09-10
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Milwaukee, WI
  Waukesha, WI
  Milwaukee, WI

Other Businesses

POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; MERTON, WI; START 12/14/2016; 2 HRS PER MONTH; 0 HRS DURING TRADING. SHOREWOOD FINANCIAL SERVICES LLC, INV RELATED, PEWAUKEE, WI, 100% OWNERSHIPS, START DATE: 7/19/21, 168 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE; FINANCIAL PLANNING ASSOCIATION OF WISCONSIN - BOARD MEMBER/TREASURER; INV RELATED; WAUNAKEE, WI; FINANCIAL PLANNING ;MEMBER ; START DATE: 01/01/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - STONE; INV RELATED; STURGEON BAY,WI; RENTAL CONDOS;100% OWNERSHIP; START DATE: 04/10/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-09
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Designations

• Certified Financial Planner

Other Names

• Greg Nebel
• Gregory Lester Nebel