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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| WI | RA | APPROVED | 2021-01-21 |
Branch Locations
120 N Main St Ste 250, West Bend, WI 53095 • United States
W67 N222 Evergreen Blvd Floor 2 Suite #203 [Satellite], Cedarburg, WI 53012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2017 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 02/2017 | 01/2021 |
| Northwestern Mutual | Milwaukee | WI | 12/2014 | 02/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2017 | 01/2021 |
| Wells Fargo Advisors Financial Network, Llc | Cedarburg | WI | 01/2021 | Present |
TO BE DETERMINED, NOT INV RELATED, CEDARBURG, WI, 100% OWNERSHIP, START 4/20/2021, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, ECOMMERCE AND BLOG FOR LIFESTYLE, FOO, AND OUTDOOR GEAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-09 |
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