Nicholas Roberts

Wells Fargo Advisors Financial Network, LLC

Lake Oswego, OR

CRD 7853208

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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

Authority	Category	Status	Date
OR	RA	APPROVED	2025-08-21

OR RA
APPROVED

Since 2025-08-21

Branch Locations

5885 Meadows Road Ste 125, Lake Oswego, OR 97035 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Lake Oswego	OR	12/2023	Present
Unemployed	West Linn	OR	07/2022	11/2023
Portland Community College	Portland	OR	09/2021	06/2022
High School	Lake Oswego	OR	09/2017	06/2021
Middle School	Lake Oswego	OR	09/2014	06/2017

12/2023 → Present

Wells Fargo Advisors Financial Network, Llc

Lake Oswego, OR
07/2022 → 11/2023

Unemployed

West Linn, OR
09/2021 → 06/2022

Portland Community College

Portland, OR
09/2017 → 06/2021

High School

Lake Oswego, OR
09/2014 → 06/2017

Middle School

Lake Oswego, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-21

S66 Uniform Combined State Law Examination

2025-08-21

View on SEC IAPD

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