Brandon Dorris

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

• 10/2016 → 04/2024
  Lee Agency
  Muscatine, IA
• 06/2015 → 10/2016
  Menards Inc
  Cedar Rapids, IA
• 05/2024 → 09/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2024 → 09/2024
  Northwestern Mutual Investment Services Llc
  Davenport, IA
• 11/2024 → 04/2025
  Wells Fargo Clearing Services, Llc
  Davenport, IA
• 09/2024 → 11/2024
  Unemployed
  Bettendorf, IA
• 04/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Davenport, IA

Previous Registrations

• 2025-03-04 → 2025-04-16
  Wells Fargo Clearing Services, Llc
  Davenport, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-03
• S63 Uniform Securities Agent State Law Examination
  2024-09-06

Other Names

• Brandon Dorris