Gregory Wayne Ohl

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
TX	RA	APPROVED_RES	2018-01-11
PA	RA	APPROVED	2016-09-28

TX RA
APPROVED_RES

Since 2018-01-11
PA RA
APPROVED

Since 2016-09-28

Branch Locations

1501 Reedsdale St Ste 4005, Pittsburgh, PA 15233 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Pittsburgh	PA	07/2011	Present

07/2011 → Present

Wells Fargo Advisors Financial Network Llc

Pittsburgh, PA

Other Businesses

OHL REAL ESTATE HOLDINGS, LLC; INVESTMENT RELATED; PITTSBURGH, PA; LLC FOR COMMERCIAL REAL ESTATE BUILDING; 100% OWNERSHIP;SINCE 9/29/2008; ONE HOUR DEVOTED PER MONTH; NOT DURING TRADING HOURS. RENTAL PROPERTY; INV RELATED; PITTSBURGH, PA; OWNER WITH SPOUSE; START: 9/1/16; 2 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY, INVT RELATED, PITTSBURGH, PA, 100% OWNERSHIP, START DATE 5/23/2019, 1 HR PER MONTH, 0 HRS DURING TRADING. TRUSTEE FOR OHL CAPITAL 401k & PSP; INV RELATED; PITTSBURGH, PA; START: 1/1/12; 4 HRS/MO; 0 DURING TRADING. HERITAGE SEUBERT FINANCIAL, LLC; INVESTMENT RELATED; PITTSBURGH,PA; 25% OWNERSHIP; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; OWNER OF FINET PRACTICE. OHL CAPITAL, LLC; INVESTMENT RELATED; PITTSBURGH,PA; 100% OWNERSHIP; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; SUPPORT COMPANY FOR FINET PRACTICE.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-09-28

S63 Uniform Securities Agent State Law Examination

2000-09-28

Other Names

Gregory W Ohl

View on SEC IAPD