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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
IN RA APPROVED 2022-11-23
MO RA APPROVED 2022-11-23
TX RA APPROVED 2022-11-23
  • IN RA
    APPROVED
    Since 2022-11-23
  • MO RA
    APPROVED
    Since 2022-11-23
  • TX RA
    APPROVED
    Since 2022-11-23

Branch Locations

3325 Emerald Lane Suite A, Jefferson City, MO 65109 • United States

1301 W 5Th Street [Satellite], Washington, MO 63090 • 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 Clearing Services, Llc Washington MO 07/2017 11/2022
Peoples Savings Bank Of Rhineland Hermann MO 04/2011 07/2017
Wells Fargo Advisors Financial Network, Llc Washington MO 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-21
  • S66 Uniform Combined State Law Examination
    2018-02-21
Other Names
  • Julie Scheer
  • Julie Michele Scheer

View on SEC IAPD

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