Lorne H Maltenfort
Investment adviser representative at Wells Fargo Advisors
18 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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
18 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2021 to now
- Wells Fargo Bank, NAApr 2021 to now
- Attorney At LawJul 2020 to Mar 2021
- Northwestern Mutual Investment Services LLCOct 2018 to Jun 2020
- Northwestern Mutual Life Insurance CompanyOct 2018 to Jun 2020
- Northwestern Mutual Wealth Management CompanyOct 2018 to Jun 2020
- Temple SinaiMar 2017 to Jul 2018
- Westwood KehillaAug 2008 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7010639
- Firm CRD
- 19616