Wells Fargo Advisors Financial
Charlotte, NC
Wells Fargo Advisors Financial of Charlotte, NC is the broker of record on 81 Form 5500 Schedule A filings covering 28 employer benefit plans across 17 states, with $513,634 in reported broker commissions (plan year 2021).
Employer clients
Plan sponsors naming Wells Fargo Advisors Financial on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Modern Business Associates, Inc. | FL | 3,976 | 2009-12-31 |
| Zieger Health Care Corporation | MI | 3,893 | 2014-12-31 |
| Tilson Hr, Inc. | IN | 1,949 | 2017-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in North Carolina
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.