Bryan
Cline

Wells Fargo Investment Institute, Inc

CRD#4242662
Investment Advisor
in Bend, OR

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About this Advisor

Bryan Cline is a financial advisor based out of Bend, Oregon who has 1 year of relevant experience. Cline is an advisor for Wells Fargo Investment Institute, Inc. Their career trajectory has included roles at Wells Fargo Investment Institute, Inc, Wells Fargo and Columbia Management Company. Cline has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Oregon. Wells Fargo Investment Institute, Inc is a financial advisory company operating out of Charlotte, NC. It has offices in 38 locations and a total of 264 people on staff. It administers $38 billion in assets across its 24,240 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 289 charities and foundations. Of its 24,240 customer accounts, 94% are held by high-net-worth investors who have more than $1 million in assets available to invest. Wells Fargo Investment Institute, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fees usually vary depending on which service is provided. Fees billed by Wells Fargo Investment Institute, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

650 Sw Bond St 2Nd Floor, 200
Bend, OR 97702-1583

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$38,123,578,794

OR Average: $3,625,019,099
Total Number of Employees

264

OR Average: 22
Total Number of Accounts

24,240

OR Average: 1,917
Average Account Size

$1,572,755

OR Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Bryan Cline Work History

Bryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wells Fargo Investment Institute, Inc

2014 - 2022 (8 years)

Wells Fargo

2000 - 2013 (13 years)

Columbia Management Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Cline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Troy Seiler
Charlotte, NC
Matthew Hope
Dallas, TX
Robin Rappaport
Beverly Hills, CA
Joshua Lindsteadt
Denver, CO
Sherry Freel
Jacksonville, FL
Richard Henry
Charlotte, NC
Craig Weisenberger
Denver, CO
Ryan Shaw
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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