Marni Handel
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2026 to now
- UnemployedMay 2026 to Jul 2026
- The Herbst Group, LLCOct 2025 to May 2026
- Gladstone Wealth PartnersSep 2025 to Sep 2025
- UnemployedJun 2025 to Aug 2025
- Trivium Point AdvisoryJun 2024 to May 2025
- UnemployedMar 2024 to Jun 2024
- Merit Financial AdvisorsNov 2019 to Mar 2024
- LPL Financial LLCAug 2019 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 2333840
- Firm CRD
- 11025