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Nathaniel H
Series 63, Series 66
Great Falls, MT
Wells Fargo Clearing
Nathaniel Hoehn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Since 2023, he has served as an adjunct professor at the University of Providence, teaching investments and portfolio management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when providing investment advice.
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