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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:

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
UT RA APPROVED 2026-07-17
  • UT RA
    APPROVED
    Since 2026-07-17

Branch Locations

3300 Triumph Blvd Suite 340, Lehi, UT 84043 • 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
Wells Fargo Advisors Financial Network, Llc Lehi UT 04/2025 Present
Full-Time Education Alpine UT 05/2016 03/2021
Utah Valley Youth Tennis Highland UT 03/2021 05/2021
Total Client Connect Lehi UT 05/2021 08/2021
Brigham Young University Provo UT 08/2021 04/2022
Laced Hair Sandy UT 04/2022 08/2022
Westfield Elementary Alpine UT 08/2022 12/2022
Brigham Young University Provo UT 12/2022 04/2024
Sepio Capital Cottonwood Heights UT 04/2024 06/2024
Brigham Young University Provo UT 06/2024 08/2024
Solidarity Wealth Management Lehi UT 08/2024 12/2024
Brigham Young University Provo UT 12/2024 04/2025
  • 04/2025 → Present
    Lehi, UT
  • 05/2016 → 03/2021
    Full-Time Education
    Alpine, UT
  • 03/2021 → 05/2021
    Utah Valley Youth Tennis
    Highland, UT
  • 05/2021 → 08/2021
    Total Client Connect
    Lehi, UT
  • 08/2021 → 04/2022
    Brigham Young University
    Provo, UT
  • 04/2022 → 08/2022
    Laced Hair
    Sandy, UT
  • 08/2022 → 12/2022
    Westfield Elementary
    Alpine, UT
  • 12/2022 → 04/2024
    Brigham Young University
    Provo, UT
  • 04/2024 → 06/2024
    Sepio Capital
    Cottonwood Heights , UT
  • 06/2024 → 08/2024
    Brigham Young University
    Provo, UT
  • 08/2024 → 12/2024
    Solidarity Wealth Management
    Lehi, UT
  • 12/2024 → 04/2025
    Brigham Young University
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
  • S66 Uniform Combined State Law Examination
    2026-07-16
Other Names
  • Olivia Patterson

View on SEC IAPD

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