Steven EldredgeCRD Number: 2640367
Current Firm: Wells Fargo Investment Institute, Inc.
Steven Eldredge (CRD# 2640367) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Wells Fargo Investment Institute, Inc.||Minneapolis, MN||Nov 2021 - Current||< 1|
|Wells Fargo The Private Bank||Minneapolis, MN||Feb 2010 - Oct 2021||11|
Total Assets Under Management51,248MILLIONS
Total Number of Accounts16,271ACCOUNTS
Average Account Value$3,149,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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