Connor Brandeen
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJun 2026 to now
- Fidelity InvestmentsJun 2024 to Jun 2026
- UBS Financial Services, IncOct 2023 to Jun 2024
- Allianz Life Financial Services, LLCSep 2021 to Oct 2023
- Allianz Life Insurance Company of North AmericaSep 2021 to Oct 2023
- Horizon Land CompanyJun 2021 to Sep 2021
- Penn State UniversityAug 2017 to Jun 2021
- Severna Park High SchoolJun 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 7457637
- Firm CRD
- 11025