Glen Ira Katz

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

• 01/2012 → 11/2016
  Wells Fargo Advisors
  Scottsdale, AZ
• 11/2016 → 11/2023
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ

Previous Registrations

• 2012-01-04 → 2023-11-06
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ
• 2009-06-01 → 2012-01-12
  Morgan Stanley
  Scottsdale, AZ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Scottsdale, AZ
• 2002-10-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

RENTAL PROPERTY, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START: 2/6/19, 2 HRS/MONTH, 0 HRS DURING TRADING.| CHAPARRAL HOA, NOT INVT RELATED, CHANDLER, AZ, PRESIDENT, START DATE 4/15/2022, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS WITH MANAGEMENT COMPANY TO ADDRESS CONCERNS OF RESIDENTS AS WELL AS HOW THE VENDORS ARE PERFORMING.| STRUGATSKY TRUST; INV RELATED; PHOENIX, AZ; SUCCESSOR TRUSTEE; START DATE 04/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING KATZEYEVIEW, LLC, INVT RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START DATE 6/22/2023, 5 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-15
• S63 Uniform Securities Agent State Law Examination
  1994-12-23

Other Names

• Glen Ira Katz
• Glen Katz