Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Joel M. Wilson
CRD 4795434 · Pocatello, ID
At a glance
Joel M. Wilson is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Pocatello, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joel’s SEC record dates to 2005, about 21 years ago. Joel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Wells Fargo Advisors Financial Network, LLCSince October 2026Pocatello, ID · $252B in regulatory assets
- Key Investment Services LLCSince November 2012Pocatello, ID · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.