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Wells Fargo Advisors

Wells Fargo Advisors
LP CONSULTANT SERVICE
1986 FOUNDED
14,000 EMPLOYEES
538 SERVICED COMPANIES
609 SERVICED DEALS
95 SERVICED INVESTORS
Description

Wells Fargo Advisors is a financial services firm providing services in the areas of financial advisory, asset management, brokerage services, estate planning strategies, retirement planning, portfolio analysis and monitoring. The firm's institutional consulting services include investment policy statement assistance, asset allocation review, investment manager search, advisor due to diligence and performance reporting. Wells Fargo Advisors is based in St. Louis, Missouri and was founded in 1986.

Formerly Known As
Wachovia Securities
Year Founded
1986
Service Provider Type
LP Consultants
Primary Office
  • One North Jefferson Avenue
  • Saint Louis, MO 63103
  • United States

+1 (877) 000-0000

Wells Fargo Advisors Services to Companies

Service on a Deal (635)

Company Name Service Provided Deal Date Deal Type Deal Amount
Energy Transfer (Acquired in 2017) Feb 2017 00000 0000000
0000 00000000 0000 Jan 2017 00000 0000000
0000 00000000 0000 Jan 2017 00000 0000000
0000 00000000 0000 Jan 2017 00000 0000000
0000000 Underwriter Jan 2017 00000 0000000
0000000 000000 Underwriter Jan 2017 00000 0000000
00000000000 0000 Underwriter Sep 2016 00000 0000000
0000000 000000 Underwriter Aug 2016 00000 0000000
Azure Midstream Partners (Panola I processing plant and Murvaul pipeline) Advisor: General Aug 2016 00000 0000000
Parsley Energy Underwriter May 2016 00000 0000000
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Wells Fargo Advisors Services to Investors

Service on a Deal — Buy Side (95)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Consolidated Communications Advisor: General Jul 2017 00000 0000000
000 000000 Advisor: General May 2017 00000 0000000
0000 0000000 Advisor: General Jan 2017 00000 0000000
00000000 Advisor: General Oct 2016 00000 0000000
000000 0000000000 Advisor: General Apr 2016 00000 0000000
00000000 00000 Debt Financing Dec 2015 00000 0000000
000000000 0000000 Advisor: General Sep 2015 00000 0000000
000 0000000000 000 Advisor: General Jul 2015 00000 0000000
Quanex Building Products Advisor: General Jun 2015 00000 0000000
ASGN Debt Financing Jun 2015 00000 0000000
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Service on a Deal — Sell Side (20)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Azure Midstream Advisor: General Aug 2016 00000 0000000
000000000 0000000 Advisor: General Aug 2015 00000 0000000
0000000000 0000000 Advisor: General Jan 2015 00000 0000000
0000000 000000000 Advisor: General Jan 2015 00000 0000000
0000000 0000000 Advisor: General Dec 2014 00000 0000000
000000 Advisor: General Nov 2014 00000 0000000
00000 00000 000000 Advisor: General May 2014 00000 0000000
0000000 00000000 0 Advisor: General Dec 2013 00000 0000000
Black Bear Realty Advisor: General Jul 2013 00000 0000000
Dole Food Company Advisor: General Apr 2013 00000 0000000
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Wells Fargo Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Wells Fargo Advisors Team (92)

Name Title Deals Office Contact
Info
David Kowach President and Head of Wells Fargo Advisors Saint Louis, MO
Brand Meyer Senior Managing Director Saint Louis, MO
Francisco Camara Managing Director & Investment Officer Saint Louis, MO
Dan Bumgardner Managing Director 0 New York, NY
Eugene Montoya Managing Director New York, NY

35 Former Team Members

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Wells Fargo Advisors Board Members (2)

Name Representing Role Since Contact
Info
Brian Maier Wells Fargo Advisors Vice Chairman 000 0000

1 Former Board Member

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