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Nicholas Larson

Investment adviser representative at Wells Fargo Advisors
12 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

12 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCJan 2026 to now
  2. UBS Financial Services Inc.Jun 2025 to Jan 2026
  3. Osaic Wealth IncAug 2024 to May 2025
  4. Moylan KroppJun 2024 to May 2025
  5. Renaissance FinancialJun 2023 to Aug 2023
  6. University of Nebraska- LincolnAug 2020 to May 2024
  7. UnemployedJan 2014 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7763254
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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