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Philomath School District 17J

Wells Investment Securities

This Vendor Page has not been approved by Wells Investment Securities,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Wells Investment Securities products:

Marketing Information

Investment products of Wells Investment Securities are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Philomath Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Philomath Plan Number

When contacting Wells Investment Securities to open an account, please reference Plan Number: To Be Determined

Philomath Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Wells Investment Securities offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

Wells Investment Securities does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Wells Investment Securities to request your form.