Anna Rutz

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

• 08/2004 → Present
  Wells Fargo Bank, N.A.
  Portland, OR
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2023-03-06
  Wells Fargo Clearing Services, Llc
  Aloha, OR
  Portland, OR
  Vancouver, WA
  Seattle, WA
  Seattle, WA
  Lake Oswego, OR
  Vancouver, WA
• 2010-09-03 → 2011-01-03
  Wells Fargo Investments, Llc
  Aloha, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-30
• S63 Uniform Securities Agent State Law Examination
  2010-08-17

Other Names

• Anna Lorraine Rutz
• Anna Lorraine Galvez