Wells Fargo Investment Institute, Inc.

Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $51,248,339,997 in 16,271 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
401 South Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
https://www.wellsfargo.com/investment-institute/
By the Numbers
  • Total Assets Under Management
    51,248
    MILLION
  • Total Number of Accounts
    16,271
    ACCOUNTS
  • Average Account Value
    $3,149,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, WY

Financial Advisors at Wells Fargo Investment Institute, Inc.
Showing 1 - 10 of 57 top financial advisors.
1
Richard Burke, financial advisor Charlotte NC
Richard J. Burke
CRD#: 6756955
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202

Richard Burke (CRD# 6756955) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

2
Richard Henry, financial advisor Charlotte NC
Richard S. Henry
CRD#: 243386
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202

Richard Henry (CRD# 243386) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.

3
Lucas Baker, financial advisor Minneapolis MN
Lucas Baker
CRD#: 4656020
90 S 7th St, Floor 12, Minneapolis, MN 55402

Lucas Baker (CRD# 4656020) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 18 years of experience in the finance industry.

4
Alexander Baran, financial advisor Salt Lake City UT
Alexander Baran
CRD#: 7468207
299 S Main St, Floor 07, Salt Lake City, UT 84111

Alexander Baran (CRD# 7468207) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.

5
David Beach, financial advisor Charlotte NC
David C. Beach
CRD#: 4097995
401 S Tryon St, Floor 03, Charlotte, NC 28202

David Beach (CRD# 4097995) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.

6
Andrew Bowling, financial advisor Charlotte NC
Andrew A. Bowling
CRD#: 7356398
401 S Tryon St, 2nd Floor, Charlotte, NC 28202

Andrew Bowling (CRD# 7356398) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

7
Courtland Buchan, financial advisor Charlotte NC
Courtland E. Buchan
CRD#: 6525949
401 S Tryon Street, Floor 03, Charlotte, NC 28202

Courtland Buchan (CRD# 6525949) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

8
Bryan Cline, financial advisor Bend OR
Bryan D. Cline
CRD#: 4242662
650 Sw Bond St, 2nd Floor, 200, Bend, OR 97702

Bryan Cline (CRD# 4242662) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Bend, OR and has 1 year of experience in the finance industry.

9
Steven Eldredge, financial advisor Minneapolis MN
Steven P. Eldredge
CRD#: 2640367
90 S 7th St, Floor 10, Minneapolis, MN 55402

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.

10
Sherry Freel, financial advisor Jacksonville FL
Sherry Freel
CRD#: 7464449
3563 Phillips Hwy Bldg D, Floor 2, Jacksonville, FL 32207

Sherry Freel (CRD# 7464449) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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