Wells Fargo Investment Institute, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 133204
- SEC number
- 801-64191
- Firm type
- RIA
- Assets under management
- $43.0B as of Mar 23, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 314-354-5814
- Address
- 550 South Tryon Street, Charlotte, NC, 28202
Advisors at this firm
49 in our index · page 1 of 1
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Jacob Bryan AndersonCRD 6160364 · Minneapolis, MNIA Registered
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Arsene BleCRD 7449474 · St. Louis, MOIA RegisteredRegistration inactive
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Joseph E BuffaCRD 4785741 · Saint Louis, MOIA RegisteredRegistration inactive
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Richard James BurkeCRD 6756955 · Charlotte, NCIA Registered
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Andrew Adams BowlingCRD 7356398 · Charlotte, NCIA RegisteredRegistration inactive
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John Patrick FrithCRD 2665106 · Charlotte, NCIA Registered
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Mary Jane GrindlandCRD 1491075 · Minneapolis, MNIA Registered
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Brandon GrossCRD 6976613 · Saint Louis, MOIA RegisteredRegistration inactive
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Matthew Allen HopeCRD 4955990 · Dallas, TXIA Registered
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Alexander HoustonCRD 8203790 · Charlotte, NCIA Registered
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Anthony J.Y. HuiCRD 7764143 · Charlotte, NCIA Registered
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Michael Dawayne HarrisCRD 7468236 · Charlotte, NCIA Registered
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Brian J HeathCRD 7471590 · Charlotte, NCIA RegisteredDisclosure event(s) on record
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Ryan Tyler HillCRD 7470579 · Denver, COIA Registered
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Jeremiah Phillip JohnCRD 3270460 · Charlotte, NCIA Registered
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Andrew KulinskiCRD 7253344 · Charlotte, NCIA RegisteredRegistration inactiveDisclosure event(s) on record
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Joshua J LindsteadtCRD 5675958 · Charlotte, NCIA Registered
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Lorely Ana MachinCRD 2522044 · Paramus, NJIA Registered
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Steven John MajorisCRD 6079054 · Charlotte, NCIA RegisteredRegistration inactive
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Lincoln Sherwood MaurerCRD 7662651 · Charlotte, NCIA Registered
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Daniel F MeehanCRD 2780908 · Saint Louis, MOIA RegisteredRegistration inactive
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Audrey MoranCRD 7602362 · St Louis, MOIA RegisteredRegistration inactive
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Gregory Scott NassourCRD 2298499 · Plymouth Meeting, PAIA Registered
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Nicholas Anton NegriniCRD 6079280 · Minneapolis, MNIA Registered
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Jonathan NorthCRD 7464485 · Minneapolis, MNIA Registered
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Brendan John O'sullivanCRD 7465679 · Minneapolis, MNIA Registered
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Daniel Kenny OconnellCRD 1541372 · Dallas, TXIA Registered
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Sean OrrCRD 6697281 · Charlotte, NCIA RegisteredRegistration inactive
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Michael John PaoneCRD 4645761 · Minneapolis, MNIA RegisteredRegistration inactive
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Jake Ryan PudenzCRD 7264322 · Charlotte, NCIA RegisteredRegistration inactive
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Alexis K QuenCRD 7764064 · Charlotte, NCIA Registered
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George Edward RusnakCRD 2142622 · Princeton, NJIA Registered
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Matthew Spencer SavloffCRD 7971156 · Charlotte, NCIA Registered
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Jeffrey Troy SawyersCRD 2657627 · Charlotte, NCIA Registered
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Troy SeilerCRD 2128627 · Charlotte, NCIA Registered
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Ryan Timothy ShawCRD 5113861 · Minneapolis, MNIA Registered
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Elizabeth Ann SkettinoCRD 4702344 · Charlotte, NCIA RegisteredRegistration inactive
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Robert Lee SchwartzCRD 7553616 · Charlotte, NCIA Registered
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Marshall Lindsey StuckeyCRD 7465702 · Charlotte, NCIA Registered
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Asim TufailCRD 6373434 · Charlotte, NCIA Registered
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Andrew Charles TurnerCRD 6153200 · Charlotte, NCIA RegisteredRegistration inactive
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Redmond TudosCRD 7488166 · Philadelphia, PAIA Registered
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Bruce Allen WarrenCRD 5044800 · Charlotte, NCIA Registered
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Benedict Chi-Hin WongCRD 2918253 · Charlotte, NCIA Registered
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Matthew Kelly WoodsCRD 5175557 · Charlotte, NCIA Registered
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Scott Brecher WarnerCRD 2741289 · Charlotte, NCIA RegisteredRegistration inactive
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James Richard WebsterCRD 6751633 · Charlotte, NCIA RegisteredRegistration inactive
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Melissa WhalenCRD 7464513 · Wyomissing, PAIA Registered
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Autumn WilliamsCRD 7464521 · Charlotte, NCIA Registered
1–49 of 49
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 133204 ↗
FINRA BrokerCheck record for firm CRD 133204 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.