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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Owensboro | KY | 05/2014 | 10/2024 |
| Wells Fargo Advisors Financial Network, Llc | Owensboro | KY | 10/2024 | Present |
RENTAL PROPERTY - PERDIDO; INV RELATED; ORANGE BEACH, AL; CONDO OWNERSHIP;100% OWNERSHIP; START DATE: 10/03/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; | PRIVATE LEDGER WEALTH MANAGEMENT, LLC ; INV RELATED; OWENSBORO,KY; LLC;50% OWNERSHIP; START DATE: 10/27/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | LINCOLN FINANCIAL - TRAIL COMMISSIONS; NOT INV RELATED; OWENSBORO,KY; INSURANCE;START DATE: 10/27/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; THE ARTISAN GROUP LLC ; INV RELATED; OWENSBORO, KY; INSURANCE PRODUCTS & SERVICES;100% OWNERSHIP; START DATE: 10/01/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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