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George Edward Rusnak

Investment adviser representative at Wells Fargo Investment Institute, Inc.
19 yearsExperience
1 stateRegistered in
CFADesignation
$43BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Wells Fargo Investment Institute, Inc.Nov 2021 to now
  2. Wells Fargo Bank NA.Sep 2007 to Oct 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (PA).

Wells Fargo Investment Institute, Inc.

$43BAssets managed
12,216Clients
52Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2142622
Firm CRD
133204
Advisor's SEC record (opens in a new tab)
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