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Mary Jane Grindland

Wells Fargo Investment Institute, Inc.

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About Mary Jane Grindland

Mary Grindland is a financial advisor with Wells Fargo Investment Institute, Inc., an affiliate of Wells Fargo Bank. She has been in the industry since 1989. Mary is a licensed investment advisor representative in Minnesota. She has series 7, 63, and 65 securities licenses. Her areas of focus include portfolio management for individuals, and publication of periodicals. Mary is registered with Wells Fargo Investment Institute, Inc. which is headquartered in Charlotte, NC.

Firm Information

Mary Grindland is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Grindland’s Registration & Firm History

MN

01/06/2022 - Present

Wells Fargo Investment Institute, Inc. (MINNEAPOLIS MN)

MN

01/02/2009 - 08/23/2011

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

01/02/2008 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

05/23/1989 - 12/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/23/1989 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Jane Grindland.
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