Jacob Pentz

Financial advisor at Wells Fargo Advisors · Superior, WI

Last updated 2026-10-10

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Jacob Pentz is a financial advisor at Wells Fargo Advisors in Superior, WI, CRD 7304046. Licenses and exams on the registration: Series 66, Series 63. First registered 2026-05-27.

Registration

CRD number
7304046
Registration status
Active
First registered
2026-05-27
Years of experience
12
States registered
MN, WI

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2021-08 to 2025-08 · Cuna Brokerage Services, · Waverly, IA
  • 2013-12 to Present · Mondelez International · Duluth, MN
  • 2019-09 to Present · Superior Choice Credit Union · Superior, WI
  • 2022-05 to 2025-08 · Lpl Financial LLC · Superior, WI
  • 2025-09 to Present · Wells Fargo Advisors Financial Network, LLC · Willmar, MN

Current employment

SEC IAPD record for Jacob Pentz

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

2803 Banks Ave Suite B, Superior, WI 54880

2 advisors at this office.

Wells Fargo Advisors office in Superior, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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