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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 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-28

Branch Locations

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-03
TX RA APPROVED_RES 2025-10-21
  • UT RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED_RES
    Since 2025-10-21

Branch Locations

5201 Amelia Earhart Dr 2Nd & 3Rd Fls [Wt & Cst], Salt Lake City, UT 84116 • 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 Clearing Services Salt Lake City UT 12/2024 Present
Us Tech Solutions Inc Jersey City NJ 12/2024 Present
Princeperelson Salt Lake City UT 06/2024 08/2024
Unemployed Salt Lake City UT 08/2024 12/2024
Amazon Beaumont CA 10/2022 07/2023
University Of California, Riverside Riverside CA 10/2020 03/2022
Mt. San Jacinto College Menifee CA 08/2016 05/2020
Mt. San Jacinto College Menifee CA 06/2022 05/2024
Unemployed Hemet CA 03/2022 06/2022
Kusto Enterprise, Inc. Hemet CA 07/2015 07/2024
Western Center Academy Hemet CA 01/2015 05/2019
Falcon Wealth Planning Ontario CA 05/2021 08/2021
Wells Fargo Advisors Financial Network Llc Salt Lake City UT 08/2026 Present
  • 12/2024 → Present
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 12/2024 → Present
    Us Tech Solutions Inc
    Jersey City, NJ
  • 06/2024 → 08/2024
    Princeperelson
    Salt Lake City, UT
  • 08/2024 → 12/2024
    Unemployed
    Salt Lake City, UT
  • 10/2022 → 07/2023
    Amazon
    Beaumont, CA
  • 10/2020 → 03/2022
    University Of California, Riverside
    Riverside, CA
  • 08/2016 → 05/2020
    Mt. San Jacinto College
    Menifee, CA
  • 06/2022 → 05/2024
    Mt. San Jacinto College
    Menifee, CA
  • 03/2022 → 06/2022
    Unemployed
    Hemet, CA
  • 07/2015 → 07/2024
    Kusto Enterprise, Inc.
    Hemet, CA
  • 01/2015 → 05/2019
    Western Center Academy
    Hemet, CA
  • 05/2021 → 08/2021
    Falcon Wealth Planning
    Ontario, CA
  • 08/2026 → Present
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
Other Names
  • Matthew Isaac Kusto

View on SEC IAPD

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