Aimee Kay Peltier

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
MN	RA	APPROVED	2021-09-07
TX	RA	APPROVED	2021-09-07

MN RA
APPROVED

Since 2021-09-07
TX RA
APPROVED

Since 2021-09-07

Branch Locations

Spicer, MN • United States

2800 S First St Ste 207, Willmar, MN 56201 • United States

239 Hassan St [Satellite], Hutchinson, MN 55350 • 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
Raymond James Financial Services	Willmar	MN	08/2009	09/2021
Bremer Bank	Willmar	MN	08/2009	09/2021
Raymond James Financial Services Advisors Inc.	Willmar	MN	08/2009	09/2021
Insurance-Non Variable	Willmar	MN	10/2011	09/2021
Trust Associate	Willmar	MN	02/2012	09/2021
Basketball Class Of 2026	Spicer	MN	10/2018	Present
Wells Fargo Advisors Financial Network, Llc	Willmar	MN	09/2021	Present

08/2009 → 09/2021

Raymond James Financial Services

Willmar, MN
08/2009 → 09/2021

Bremer Bank

Willmar, MN
08/2009 → 09/2021

Raymond James Financial Services Advisors Inc.

Willmar, MN
10/2011 → 09/2021

Insurance-Non Variable

Willmar, MN
02/2012 → 09/2021

Trust Associate

Willmar, MN
10/2018 → Present

Basketball Class Of 2026

Spicer, MN
09/2021 → Present

Wells Fargo Advisors Financial Network, Llc

Willmar, MN

Previous Registrations

2013-12-23 → 2021-09-20

Raymond James Financial Services Advisors, Inc

Willmar, MN

Other Businesses

BASKETBALL CLASS OF 2026, INVT RELATED, NEW LONDON, MN ACCOUNT SIGNER, START 10/1/2021, LESS THAN ONE HOUR A MONTH, 0 HRS DURING TRADING, WRITE CHECKS FOR EXPENSES. CLASS OF 2028 GIRLS BASKETBALL; INVT RELATED; SUNBURG,MN; ACCOUNT SIGNER ONLY; START 4/1/2022; LESS THAN ONE HOUR A MONTH; 0 HRS DURING TRADING; WRITE CHECKS FOR EXPENSES. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; WOODBURY, MN; START 11/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; WOODBURY, MN; START 11/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. ASP INC, INV RELATED, SPICER, MN, 100% OWNERSHIP, START 10/27/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. | TRUEJOURNEY INC; INVESTMENT RELATED; WILLMAR, MN; 20% OWNER; 01/01/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING HOURS P2P PROPERTIES, LLC ; INV RELATED; SPICER,MN; PURCHASE, REMODEL THEN SELL PROPERTIES;50% OWNERSHIP; START DATE: 01/20/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; TRUEJOURNEY INC ; INV RELATED;WILLMAR,MN; FINET;19.2% OWNERSHIP; START DATE: 01/01/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-03-26
S63	Uniform Securities Agent State Law Examination	1999-07-09

S66 Uniform Combined State Law Examination

2002-03-26
S63 Uniform Securities Agent State Law Examination

1999-07-09

Other Names

Aimee Kay Nelson

View on SEC IAPD