Best Investors Account Sign in
Claim This Profile
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
NJ RA APPROVED 2017-02-16
  • NJ RA
    APPROVED
    Since 2017-02-16

Branch Locations

307 Fellowship Rd Ste 202, Mount Laurel, NJ 08054 • 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
Morgan Stanley Smith Barney Mt. Laurel NJ 06/2009 02/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2017
Wells Fargo Advisors Financial Network, Llc Laurel NJ 02/2017 Present
  • 06/2009 → 02/2017
    Morgan Stanley Smith Barney
    Mt. Laurel, NJ
  • 01/2015 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2017 → Present
    Laurel, NJ
Previous Registrations
Other Businesses

M. KENNETH STANDRING WEALTH MANAGEMENT, LLC, INVT RELATED, HADDON HEIGHTS, NJ, 100% OWNERSHIP, START DATE 4/1/2022, 15 HRS PER MONTH, 15 HRS DURING TRADING, FINET PRACTICE.| J KENNETH STANDRING LLC, DBA AMADA SENIOR CARE; INV RELATED; HADDON HEIGHTS, NJ; SENIOR CARE; 100% OWNERSHIP WITH SPOUSE; START DATE 04/01/2025; 40 HOURS PER MONTH; 40 HOURS DURING TRADING POWER OF ATTORNEY FOR FRIEND (2); INV RELATED; COLLINGSWOOD,NJ; POA; START DATE: 12/18/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; POWER OF ATTORNEY FOR FRIENDS (2); INV RELATED;COLLINGSWOOD,NJ; POA; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 06/26/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-09
S65 Uniform Investment Adviser Law Examination 1999-03-31
  • S63 Uniform Securities Agent State Law Examination
    1999-04-09
  • S65 Uniform Investment Adviser Law Examination
    1999-03-31
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mount Laurel, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor