Joshua Wayne Baltzer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 01/2021
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
• 10/2017 → 11/2017
  Wells Fargo (Contractor)
  Wayzata, MN
• 05/2017 → 10/2017
  Extended Travel
  Plymouth, MN
• 09/2011 → 05/2017
  Cargill
  Hopkins, MN
• 01/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wayzata, MN

Previous Registrations

• 2018-04-05 → 2021-01-08
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Wayzata, MN

Other Businesses

BSV FINANCIAL PARTNERS LLC, INV RELATED, WAYZATA, MN, 25% OWNERSHIP, START 1/11/2021, 200 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR BSV FINANCIAL PARTNERS LLC 401K, INV RELATED, WAYZATA, MN, START: 1/11/2021, 200 HRS/MONTH, 160 HRS DURING TRADING.; JWB 315 LLC, INV RELATED, WAYZATA, MN, 25% OWNERSHIP, START 1/11/2021, 200 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR BSV FINANCIAL PARTNERS, LLC 401K, INV RELATED, WAYZATA, MN, START: 6/7/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-05

Designations

• Certified Financial Planner

Other Names

• Joshua Baltzer