Wells Fargo Investment Institute, Inc.

Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $38,123,578,794 in 24,240 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38,124
    MILLION
  • Total Number of Accounts
    24,240
    ACCOUNTS
  • Average Account Value
    $1,572,755
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 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
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 11 - 20 of 58 top financial advisors.
11
Andrea R. Gooch
CRD#: 6383451
299 S Main St, Floor 07, Salt Lake City, UT 84111

Andrea Gooch (CRD# 6383451) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Salt Lake City, UT and has over 2 years of experience in the finance industry.

12
Wendy A. Grall
CRD#: 5749836
1700 Lincoln St, 10th Floor, Denver, CO 80203

Wendy Grall (CRD# 5749836) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 14 years of experience in the finance industry.

13
Mary J. Grindland
CRD#: 1491075
550 S 4th St, 14th Floor, Minneapolis, MN 55415

Mary Grindland (CRD# 1491075) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.

14
Mary E. Harris
CRD#: 4634194
2801 Market St, F & L Bldg, Saint Louis, MO 63103

Mary Harris (CRD# 4634194) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Saint Louis, MO and has over 4 years of experience in the finance industry.

15
Michael D. Harris
CRD#: 7468236
550 S Tryon St, 40th Floor, Charlotte, NC 28202

Michael Harris (CRD# 7468236) 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.

16
Brian J. Heath
CRD#: 7471590
550 S Tryon St, 40th Floor, Charlotte, NC 28202

Brian Heath (CRD# 7471590) 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.

17
Ryan T. Hill
CRD#: 7470579
1700 Lincoln St, 10th Floor, Denver, CO 80203

Ryan Hill (CRD# 7470579) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has 1 year of experience in the finance industry.

18
Matthew G. Hollands
CRD#: 5564084
1300 Sw 5th Ave, Floor 18, 1800, Portland, OR 97201

Matthew Hollands (CRD# 5564084) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Portland, OR and has over 12 years of experience in the finance industry.

19
Lois S. Joha
CRD#: 1562957
1700 Lincoln St, Floor 10, Denver, CO 80203

Lois Joha (CRD# 1562957) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 22 years of experience in the finance industry.

20
Jeremiah P. John
CRD#: 3270460
550 S Tryon St, 40th Floor, Charlotte, NC 28202

Jeremiah John (CRD# 3270460) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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