Alice Marquardt, financial advisor Missoula MT

Alice Marquardt

CRD Number: 5737797
Current Firm: Wells Fargo Advisors Financial Network, LLC

Alice Marquardt (CRD# 5737797) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Missoula, MT and has over 13 years of experience in the finance industry. Alice Marquardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Missoula, MT Jun 2022 - Current 1
Wells Fargo Clearing Services, LLC Missoula, MT Nov 2016 - Jun 2022 5
Wells Fargo Advisors Missoula, MT Jan 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Alice Marquardt
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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