Wells Fargo Funds Management, LLC

Wells Fargo Funds Management, LLC (CRD# 110841) is a financial advisory firm headquartered in San Francisco, CA. They manage $212,789,183,871 in 6,613 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    212,789
    MILLION
  • Total Number of Accounts
    6,613
    ACCOUNTS
  • Average Account Value
    $32,177,406
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wells Fargo Funds Management, LLC
Showing 1 - 10 of 175 top financial advisors.
1
Lidia G. Amodei
CRD#: 2285474
505 Carr Rd, 3rd Floor, Wilmington, DE 19809
96
Wealthminder
score

Lidia Amodei (CRD# 2285474) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 24 years of experience in the finance industry. Lidia Amodei 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.

2
Wayne S. Badorf
CRD#: 2121580
525 Market Street, 12th Fl., San Francisco, CA 94105
96
Wealthminder
score

Wayne Badorf (CRD# 2121580) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry. Wayne Badorf 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.

3
Rebecca I. Bench
CRD#: 4970290
525 Market Street, 12th Fl., San Francisco, CA 94105
96
Wealthminder
score

Rebecca Bench (CRD# 4970290) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Adrienne Bogdanowicz
CRD#: 4665509
525 Market Street, 12th Fl., San Francisco, CA 94105
96
Wealthminder
score

Adrienne Bogdanowicz (CRD# 4665509) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry. Adrienne Bogdanowicz 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.

5
Pei-hsing Chang
CRD#: 4807829
525 Market Street, 12th Fl., San Francisco, CA 94105
96
Wealthminder
score

Pei-hsing Chang (CRD# 4807829) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

6
Christine L. Collins
CRD#: 4590806
505 Carr Rd, 3rd Floor, Wilmington, DE 19809
96
Wealthminder
score

Christine Collins (CRD# 4590806) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

7
Gordon Frater
CRD#: 5666655
100 Heritage Reserve, Floor 1, Menomonee Falls, WI 53051
96
Wealthminder
score

Gordon Frater (CRD# 5666655) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 8 years of experience in the finance industry. Gordon Frater 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.

8
Brian J. Jacobsen
CRD#: 2904344
100 Heritage Reserve, Menomonee Falls, WI 53051
96
Wealthminder
score

Brian Jacobsen (CRD# 2904344) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Menomonee Falls, WI and has over 15 years of experience in the finance industry. Brian Jacobsen 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.

9
Kevin C. Johnson
CRD#: 2666525
505 Carr Rd, 3rd Floor, Wilmington, DE 19809
96
Wealthminder
score

Kevin Johnson (CRD# 2666525) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 13 years of experience in the finance industry.

10
Andrew C. Remmey
CRD#: 3101381
505 Carr Rd, 3rd Floor, Wilmington, DE 19809
96
Wealthminder
score

Andrew Remmey (CRD# 3101381) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Wilmington, DE and has over 7 years of experience in the finance industry.

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