• 222 SW Columbia Street
  • Suite 1850
  • Portland, OR 97201

Commitment to Continuing Education

A core component of consistently delivering high-quality wealth management services is our commitment to continuing education. We closely monitor all of our designations and licenses to ensure they’re up to date. We also make the time to attend industry conferences around the country to stay abreast of new trends and changes. 

 

EVENT

DATE 

LOCATION

ATTENDEES  

TAKE AWAYS 

   
  Wells Fargo Advisors Premier Advisor Higher Education Conference August 11-15, 2019 Bachelor Gulch, CO Andrew Anderson Invitation only event for select advisors at Wells Fargo Advisors. Small group presentations by top management as well as one-on-one discussions with various department heads within Wells Fargo Advisors.     
               
  Wells Fargo Advisors Pinnacle Conference June 3-5, 2019 Scottsdale, AZ Andrew Anderson Wells Fargo Advisors invitation only event for the top 250 advisors nationwide. Conference was focused around themes of "Acquire. Advise. Serve." Discussions with key Wells Fargo and other industry leading experts in the financial services industry. Key topics included: strengthening relationship with women clients; maximizing productivity; and championing person connections.    
               
  Study Group

May 14 -17, 2019 

Billings, MT Andrew Anderson Best practices; team building within groups; developing and adding new advisors to teams.
           
 

Barron’s Teams Summit

Feb 4-6, 2019 Las Vegas, NV Andrew Anderson

An invitation-only event focused on improving interpersonal dynamics and sharing innovations in wealth management. Key topics included: practiced management consulting; maximizing team performance to better serve our clients; how to better serve an aging population; and serving the next generation of investors.

           
  Study Group Nov 29-Dec 2, 2018 Minneapolis, MN Andrew Anderson Best practices; helping the next generation of our clients.
           
 

Wells Fargo Client Experience Symposium

Mar 19-22, 2018

St. Louis, MO

Andrew Anderson

Highly interactive conference focused practice management through peer to peer interaction. Key topics discussed were focused on the elevation of client experiences using new tools and technology.

           
 

Wells Fargo Advisors Pinnacle Conference

May 31-Jun 2, 2017

Salt Lake City, UT

Andrew Anderson

 

Discussions with Wells Fargo corporate leaders; current economic thinking from Darrell Cronk, President, Wells Fargo Investment Institute; Chief Investment Officer, Wealth and Investment Management, information from Massachusetts Institute of Technology (MIT) Age Labs; helping clients navigate death.

           
 

Wells Fargo DELTA Graduates Conference

Apr 23-24, 2017

St. Louis, MO

Andrew Anderson

Business marketing; visiting key home office contacts to build internal relationships

           
 

Study Group

Apr 5-7, 2017

Denver, CO

Andrew Anderson

Best practices; developing next phase of life planning for our clients.

           
 

Long-Term Care Insurance

Nov 17, 2016

Portland, OR

Andrew Anderson

Oregon and reciprocal states training for long-term care insurance.

           
 

Study Group

 

Nov 9-11, 2016

Columbia, SC

Andrew Anderson

2016 in review; 2017 planning in marking and practice management; and Department of Labor impacts on the financial services industry.

           
 

Wells Fargo DELTA Program

Feb-Jul 2016

 

Andrew Anderson

Intensive coaching and consulting process to strengthen best client practices.

 

Wells Fargo Continuing Education

Ongoing annually 

 

Andrew Anderson

 

Risk management, ethics, anti-bribery and corruption 

2019 CONTINUING EDUCATION 

  DATE 

Asset allocation 

Ongoing 

Understanding IRA’s 

Ongoing 

Section 529 Plans 

Ongoing 

Ethical Practices 

Ongoing 

Oregon Statutes 

Ongoing 

INSURANCE LICENSES 

Oregon #664138 

California #0B03182 

Washington #94068 

Idaho #595317

Florida #P065919 

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals