Wendy Sire (CRD# 1873064) is an Investment Advisor Representative working at Wells Fargo Advisors in Great Falls, MT and has over 35 years of experience in the finance industry. Wendy Sire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Tyler, TX | Jan 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Great Falls, MT | Nov 2016 - Jan 2023 | 6 |
| Wells Fargo Advisors LLC | Great Falls, MT | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- MT
- TX
- WA
-
Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Other
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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