Wells Fargo Investment Institute Inc
Legal Name: WELLS FARGO INVESTMENT INSTITUTE, INC.
Full Contact Details
Wells Fargo Investment Institute Inc
401 SOUTH TRYON STREET, 2ND FLOOR, MAC D1050-026, CHARLOTTE, NC
704-715-4564
704-383-5187
Other Info
Wells Fargo Investment Institute Inc, a NC Corporation with 188 employees, including 100 advisory roles, serves 2 clients. As reported by the SEC, the firm has an approval status and was registered on May 13, 2005.
Wells Fargo Investment Institute – Wells Fargo
Wells Fargo Investment Institute provides proprietary research and deep insights to inform investment decisions.
Direct Owners
-
BRITTA RAE PERKIO
SENIOR VICE PRESIDENT AND SECRETARY owns less than 5%
-
DANIEL JAMES MAVICO
SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
DARRELL LYNN CRONK
PRESIDENT AND CHIEF INVESTMENT OFFICER, DIRECTOR (BOARD MEMBER) owns less than 5%
-
GEORGE EMERSON SCHAEFFER
CHIEF FINANCIAL OFFICER owns less than 5%
-
GREGORY SCOTT SIGMUND
CHIEF OPERATING OFFICER owns less than 5%
-
JAMES PAUL STEINER
DIRECTOR (BOARD MEMBER) owns less than 5%
-
JONATHAN GEOFFREY WEISS
DIRECTOR (BOARD MEMBER) owns less than 5%
-
WELLS FARGO BANK, N.A.
SHAREHOLDER owns 75% or more
-
DAVID THOBURN LEWIS
CHIEF FINANCIAL OFFICER, TREASURER owns less than 5%
Indirect Owners
-
WELLS FARGO & COMPANY
SHAREHOLDER owns 75% or more
Marketers
-
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
United States -
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
United States -
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
United States -
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
United States -
WELLS FARGO CLEARING SERVICES, LLC
United States -
WELLS FARGO CLEARING SERVICES, LLC
United States -
WELLS FARGO CLEARING SERVICES, LLC
United States