Caitriona Jade Bennett

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

• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Willmar, MN
• 07/2022 → 07/2023
  Homemaker
  Mankato, MN
• 08/2020 → 08/2022
  Southwest Minnesota State University
  Marshall, MN
• 08/2019 → 07/2020
  Dormie Network - Arborlinks
  Nebraska City, NE
• 08/2016 → 06/2019
  University Of Northwestern Ohio
  Lima, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01

Other Names

• Caitriona Griffin
• Cat Bennett
• Caitriona Bennett