Nancy Anderson

CRD 2415865 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Nancy E Anderson; Nancy Elias Anderson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (2): Series 7Series 66
Registered states (1): Illinois
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 11025
SEC number: 801-57434
Assets under management: $252.3B as of Jun 3, 2026
Website: stories.wf.com ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Chicago, IL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Chicago, IL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Chicago, IL · BC capacity

start not retrieved → present
Wells Fargo Advisors Financial Network, LLCCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Ameriprise Financial Services, LLC
Minneapolis, MN · IA capacity

Aug 4, 2021 → Oct 18, 2022
Ameriprise Financial Services, LLC
Minneapolis, MN · BC capacity

Jul 29, 2021 → Oct 18, 2022
Calamos Wealth Management LLC
Naperville, IL · IA capacity

Oct 24, 2019 → May 10, 2021
Calamos Financial Services LLC
Naperville, IL · BC capacity

Oct 24, 2019 → May 10, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Minneapolis, MN · IA capacity

Dec 9, 2013 → Jul 6, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Minneapolis, MN · BC capacity

Jun 17, 2011 → Jul 6, 2015
U.S. Bancorp Investments, Inc.
Minneapolis, MN · BC capacity

Sep 19, 2010 → May 12, 2011
Citigroup Global Markets Inc.
New York, NY · BC capacity

Jun 6, 2006 → Mar 11, 2009
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Jan 27, 1999 → Apr 2, 1999

Source & corrections

Where this page comes from

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