Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,584,664,719 in 20,198 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,585MILLION
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Gregory Nassour (CRD# 2298499) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Plymouth Meeting, PA and has over 30 years of experience in the finance industry.
Jonathan North (CRD# 7464485) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
Brendan O'sullivan (CRD# 7465679) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
Daniel Oconnell (CRD# 1541372) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Dallas, TX and has over 37 years of experience in the finance industry.
Sean Orr (CRD# 6697281) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Mary Patterson (CRD# 7465688) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.
Jane Petty (CRD# 1438115) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
Jake Pudenz (CRD# 7264322) 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.
Robin Rappaport (CRD# 1866854) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Westlake Village, CA and has over 34 years of experience in the finance industry.
Mitchell Ross (CRD# 7464496) 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.