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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 | 2022-12-13 |
| KS | RA | APPROVED | 2021-11-09 |
Branch Locations
3400 College Blvd Suite 100, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Olathe | KS | 01/2018 | 05/2020 |
| Mid America Nazarene University | Olathe | KS | 08/2015 | 05/2019 |
| Creative Planning, Inc. | Overland Park | KS | 06/2020 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-03 |
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