Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-08 |
Branch Locations
5885 Meadows Road Ste 125, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Oswego | OR | 03/2023 | Present |
WILLAMETTE CASCADE WEALTH MANAGEMENT, LLC, INVT RELATED, LAKE OSWEGO, OR, 20% OWNERSHIP, START 3/4/2023, 200 HRS PER MONTH, 7 HRS DURING TRADING, TRANSITIONING TO FINET. ADDIB HOLDINGS, INVT RELATED, LAKE OSWEGO, OR, 100% OWNERSHIP, START 3/3/2023, 120 HRS PER MONTH, 6.5 HRS DURING TRADING, TRANSITIONING TO FINET | ESTATE OF FATHER; INV RELATED; PORTLAND, OR; EXECUTOR; 04/2028; 1 HOUR PER MONTH; 0 DURING TRADING; SETTLE FATHER'S ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-04 |
Reach out to this advisor