Audrey Moran
Investment adviser representative at Wells Fargo Investment Institute, Inc.
11 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Wells Fargo Investment Institute, Inc.Sep 2025 to now
- US Tech Solutions, IncJun 2022 to Sep 2025
- Wells Fargo Clearing ServicesJun 2022 to Sep 2025
- Sanford HealthJan 2022 to May 2022
- Ulta BeautyJan 2020 to Jan 2021
- Full Time Student -- Augustana UniversityOct 2018 to May 2022
- TargetOct 2017 to Jan 2018
- Watertown Family Aquatic CenterMay 2016 to Sep 2019
- Guadalajara's Mexican RestaurantNov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7602362
- Firm CRD
- 133204