William Wubbena (CRD# 7196474) is an Investment Advisor Representative working at Wells Fargo Advisors in Loveland , CO and has over 4 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Loveland, CO | May 2024 - Current | < 1 |
| Lpl Financial LLC | Loveland, CO | Jul 2021 - May 2024 | 2 |
| Thrivent Financial | Appleton, WI | Jun 2020 - Jul 2021 | 1 |
| Thrivent Investment Management Inc. | Fort Collins, CO | Nov 2019 - Jul 2021 | 1 |
| Thrivent Financial | Appleton, WI | Dec 2019 - Jun 2020 | < 1 |
| Techlife Marketing | Fort Collins, CO | Jul 2009 - Jan 2020 | 10 |
| Aleph Objects, Inc. | Loveland, CO | Sep 2018 - Jul 2019 | < 1 |
| Universal Logic, Inc. | Nashville, TN | Aug 2009 - Sep 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- CO
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
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
- Pension consulting services
- 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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