Brad WittusenCRD Number: 3100981
Current Firm: Wells Fargo Advisors Financial Network, LLC
Brad Wittusen (CRD# 3100981) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Advisors Financial Network LLC||Orem, UT||May 2009 - Current||7|
|Wachovia Securities Financial Network, Llc (11025)||Orem, UT||Dec 2008 - May 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)||Provo, UT||Nov 2003 - Dec 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2003|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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