Ann West, financial advisor Baxter MN

Ann West

CRD Number: 4855775
Current Firm: Wells Fargo Advisors Financial Network, LLC

Ann West (CRD# 4855775) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Baxter, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Baxter, MN Aug 2023 - Current < 1
Bremer Investments Grafton, ND Apr 2019 - Aug 2023 4
Raymond James Financial Services Advisors Inc. Grafton, ND Aug 2017 - Aug 2023 6
Bremer Bank Grafton, ND Nov 2015 - Aug 2023 7
Raymond James Financial Services, Inc. Grafton, ND Nov 2009 - Aug 2023 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Ann M. West
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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