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Myles Francis Eklund

Wells Fargo Advisors Financial Network, LLC

Tulsa, OK

CRD 6886868

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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
OK RA APPROVED 2023-02-03
TX RA APPROVED 2023-02-03
  • OK RA
    APPROVED
    Since 2023-02-03
  • TX RA
    APPROVED
    Since 2023-02-03

Branch Locations

6060 S American Plaza St E Ste 350, Tulsa, OK 74135 • 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 Tulsa OK 11/2017 02/2023
Conocophillips Bartlesville OK 06/2014 11/2017
Wells Fargo Advisors Financial Network, Llc Tulsa OK 02/2023 Present
Previous Registrations
Other Businesses

My wife has 2 managed accounts with her families FA at Morgan Stanely. These have been disclosed and approved by Wells Fargo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-04
  • S66 Uniform Combined State Law Examination
    2018-04-04
Other Names
  • Myles Eklund

View on SEC IAPD

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