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Ashlee Robinson

Wells Fargo Advisors Financial Network, LLC

Scottsdale, AZ

CRD 7847209

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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
AZ RA APPROVED 2025-05-01
  • AZ RA
    APPROVED
    Since 2025-05-01

Branch Locations

14624 N Scottsdale Rd Ste 100, Scottsdale, AZ 85254 • 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
Equitable Advisors, Llc New York NY 12/2023 04/2025
Rudy's Country Store And Bar-B-Q Scottsdale AZ 11/2023 04/2025
Alaska Community Care Soldotna AK 12/2018 09/2023
The Moose Is Loose Bakery Soldotna AK 05/2018 07/2019
Quality Inn Hotel Kenai AK 05/2017 07/2017
Unemployed Phoenix AZ 10/2023 11/2023
University Of Phoenix Phoenix AZ 09/2019 10/2023
Sohi High School Soldotna AK 08/2015 06/2019
Wells Fargo Advisors Financial Network, Llc Scottsdale AZ 04/2025 Present
  • 12/2023 → 04/2025
    Equitable Advisors, Llc
    New York, NY
  • 11/2023 → 04/2025
    Rudy's Country Store And Bar-B-Q
    Scottsdale, AZ
  • 12/2018 → 09/2023
    Alaska Community Care
    Soldotna, AK
  • 05/2018 → 07/2019
    The Moose Is Loose Bakery
    Soldotna, AK
  • 05/2017 → 07/2017
    Quality Inn Hotel
    Kenai, AK
  • 10/2023 → 11/2023
    Unemployed
    Phoenix, AZ
  • 09/2019 → 10/2023
    University Of Phoenix
    Phoenix, AZ
  • 08/2015 → 06/2019
    Sohi High School
    Soldotna, AK
  • 04/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
  • S66 Uniform Combined State Law Examination
    2024-03-09
Other Names
  • Ashlee Rene Robinson
  • Ashlee Robinson
  • Ashlee Heiman

View on SEC IAPD

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