BA
CFA · CFP
BA
CFA · CFP

Bryan Amundson

24 Years of Experience
Hermantown, MN
Broker

Bryan Amundson is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hermantown, MN, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5094 Miller Trunk Hwy Suite 500, [Satellite], Hermantown, MN, 55811

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan is an investment committee member for the UMD Financial Markets Program Bulldog Fund since March 2023. He spends minimal time attending meetings and discussing investment recommendations with students.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - March 2023 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2023 · 12 yrs 2 mos
Wells Fargo Investments, LLC
March 2009 - January 2011 · 1 yr 10 mos
Wells Fargo Investments, LLCBroker
March 2009 - January 2011 · 1 yr 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
March 2001 - August 2002 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
December 2000 - May 2005 · 4 yrs 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
July 2000 - December 2000 · 5 mos
Norwest Investment Services, INC.Broker
March 1997 - September 1999 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - April 1997 · 8 mos
State Registrations19 states
AZCACOFLGAIDILINMIMNMONDOHORPASCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.