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).
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Total Assets Under Management212,789MILLION
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Total Number of Accounts6,613ACCOUNTS
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Average Account Value$32,177,406
- A percentage of assets under your management
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.