Benefits Intelligence/Broker Directory/Minnesota

Wells Fargo Investments LLC

Minneapolis, MN

Wells Fargo Investments LLC of Minneapolis, MN is the broker of record on 465 Form 5500 Schedule A filings covering 199 employer benefit plans across 29 states, with $1,989,566 in reported broker commissions (plan year 2023).

Employer clients

199

distinct plan sponsors

Schedule A filings

465

States served

Reported commissions

$1,989,566

plan year 2023

Reported fees

$37,901

Employer clients

Plan sponsors naming Wells Fargo Investments LLC 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
Sbm Cleaning Company, LLC	CA	2,782	2011-12-31
Keweenaw Bay Indian Community	MI	604	2011-12-31
Strom Engineering Corp.	MN	460	2012-12-31

196 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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Other benefits brokers in Minnesota

Brown & Brown Insurance Services Mercer Health And Benefits Admin Hays Companies, Inc.Brown & Brown Insurance Svcs., Inc.Brown & Brown Ins Services Inc Ameriprise Financial Services Inc North Risk Partners LLC Brown And Brown Of Minnesota, Inc.

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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.