Wells Fargo Advisors Financial Network, LLC

Broker-DealerFINRA MemberEst. 2000

Total AUM

$252B

Discretionary

$192B

76% of AUM

Accounts

466,575

Employees

4,047

Advisory reps

4,607

Brokerage reps

4,047

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 11025
Registered since: April 3, 2000
Website: www.wellsfargoadvisors.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI72.56%
Individuals20.38%
Corporations / Businesses3.67%
Charitable Organizations2%
Pension & Profit Sharing Plans1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wells Fargo Advisors Financial Network, LLC is organized as an LLC that operates as an independent broker-dealer and qualified custodian. It services both individual and institutional clients through a mix of advisory and brokerage business lines. The firm offers fee models that include AUM-based fees, fixed fees, and commissions, and its advisory services range from financial planning and portfolio management for individuals and small businesses to institutional portfolio management, pension consulting and selection of other advisers. The firm reports being an active ESG investor and also engages in other financial product distribution beyond traditional advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds54%
Exchange Traded Equities36%
State & Local Bonds3%
US Government Bonds2%
Non-Investment Grade Corp Bonds2%

Owners & executives

3 of 50

Alice Marquardt
President and COOCRD 5737797
Noah Doyle
CEO and Co-FounderCRD 5127279
Andrew Knutson
COOCRD 5162007

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Contacts

3 of 4557

Sean Steinlage
Registered RepresentativeCRD 5645367
Alexander Anderson
Wealth AdvisorCRD 5646127
Abby Vicencio
Vice President, Senior Marketing AssociateCRD 5646583

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Louis, MO

Saint Louis City

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis City
Address: 1 N Jefferson Ave
Time zone: CT (UTC-6)
Office locations

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