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Joseph Paul Mcallister

Wells Fargo Advisors Financial Network, LLC

Boulder, CO

CRD 7921824

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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
TX RA APPROVED 2026-03-05
CO RA APPROVED 2026-01-13
  • TX RA
    APPROVED
    Since 2026-03-05
  • CO RA
    APPROVED
    Since 2026-01-13

Branch Locations

1155 Canyon Blvd Suite 210, Boulder, CO 80302 • 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
Wells Fargo Advisors Financial Network, Llc Boulder CO 07/2025 Present
Wells Fargo Advisors Venice FL 05/2024 07/2025
Wells Fargo Bank N.A. Sarasota FL 02/2022 05/2024
Meech Static Eliminators Usa Venice FL 06/2018 11/2021
Racetrac Petroleum Nokomis FL 09/2015 06/2018
Unemployed Venice FL 12/2021 02/2022
  • 07/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Boulder, CO
  • 05/2024 → 07/2025
    Wells Fargo Advisors
    Venice, FL
  • 02/2022 → 05/2024
    Wells Fargo Bank N.A.
    Sarasota, FL
  • 06/2018 → 11/2021
    Meech Static Eliminators Usa
    Venice, FL
  • 09/2015 → 06/2018
    Racetrac Petroleum
    Nokomis, FL
  • 12/2021 → 02/2022
    Unemployed
    Venice, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15
Other Names
  • Joseph Paul Mcallister
  • Joseph Mcallister

View on SEC IAPD

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