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).

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 53 top financial advisors.
1
Eric P. Augustyn
CRD#: 2992110
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202

Eric Augustyn (CRD# 2992110) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.

2
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.

3
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.

4
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 17 years of experience in the finance industry.

5
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.

6
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.

7
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 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 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
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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