Benefits brokerage · 11 offices
WELLS FARGO ADVISORS, LLC
WELLS FARGO ADVISORS, LLC is named as the broker of record on 19 insurance contracts across its 11 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| GLEN ALLEN | VA | 6 |
| ST LOUIS | MO | 4 |
| No city on file | — | 1 |
| BEE CAVE | TX | 1 |
| LAS VEGAS | NV | 1 |
| MAPLE GROVE | MN | 1 |
| MINNEAPOLIS | MN | 1 |
| SAINT LOUIS | MO | 1 |
| SALT LAKE CITY | UT | 1 |
| SANTA ANA | CA | 1 |
| VINELAND | NJ | 1 |
Book profile
WELLS FARGO ADVISORS, LLC brokers 19 insured contracts for 19 employers, across 13 states, led by CA, MN, TX.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 53%); EMPOWER ANNUITY INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, NATIONWIDE LIFE INSURANCE COMPANY follow.
Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SPMB LLC | LARKSPUR, CA | GLEN ALLEN, VA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| JD KRUSE, LLC | BLUFFDALE, UT | GLEN ALLEN, VA | JOHN HANCOCK LIFE INSURANCE COMPANY | May 14FY2024 |
| AUSTIN BANK, TEXAS, N.A. | JACKSONVILLE, TX | BEE CAVE, TX | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| GONGOS, LLC | ROYAL OAK, MI | GLEN ALLEN, VA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TREXIN CONSULTING, LLC | MINNEAPOLIS, MN | GLEN ALLEN, VA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
more employers in WELLS FARGO ADVISORS, LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)