Lori Ann Helland

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

• 07/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Rockford, IL
• 03/2020 → 06/2026
  Ameriprise Financial Services, Llc
  Rockford, IL
• 06/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Rockford, IL

Previous Registrations

• 1999-11-05 → 2026-06-25
  Ameriprise Financial Services, Llc
  Winnebago, IL
  Rockford, IL
  Rockford, IL
  Roscoe, IL
  Rockford, IL
  Rockford, IL
  Rockford, IL
  Rockford, IL
  Winnebago, IL

Other Businesses

RENTAL PROPERTY - 4004 ; INV RELATED;ROCKFORD,IL; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 07/01/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  1999-10-30

Designations

• Certified Financial Planner

Other Names

• Lori Ann Melling
• Lori Helland
• Lori Ann Helland
• Lori Melling