GWPAXAmerican Funds Growth Portfolio Class A · Mutual fund · Wells Fargo - Traditional IRA SP$1,001 - $15,000
FRISXFMT Rising Dividends Fd Cl R6 · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
Fidelity - CashBank/brokerage account · Wells Fargo - 529 College Savings Plan JT$15,001 - $50,000
HSWFXHartford Schroders International Stock Fund Class F · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
JLGMXJPMorgan Large Cap Growth Fund R6 · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
PIMIXPIMCO Income Fund Insti Class · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
PHTJXPrincipal Funds, Inc. Principal LifeTime Hybrid 2035 Fund, Institutional Class · Mutual fund · Wells Fargo - 529 College Savings Plan JT$1,001 - $15,000
Texas Employees Retirement System PlanDB$1,001 - $15,000
CGFAXThe Growth Fund of America Class 529-A Shares · Mutual fund · Wells Fargo - 529 College Savings Plan JT$1,001 - $15,000
CGFCXThe Growth Fund of America Class 529-C Shares · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
HDGFXThe Hartford Dividend & Growth Fund Class F · Mutual fund · Wells Fargo - Roth IRA SP$1,001 - $15,000
HMVFXThe Hartford MidCap Value Fund Class F · Mutual fund · Wells Fargo - Traditional IRA SP$1,001 - $15,000
ISTBiShares Core 1-5 Year USD Bond ETF · Exchange-traded fund · Wells Fargo - Roth IRA SP$1,001 - $15,000