| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services, Inc. | Parent | 1/1/2009 | 12/31/2009 |
| Abd Insurance And Financial Services | Parent | 6/30/2007 | 12/31/2008 |
| Abd Insurance And Financial Services | Parent | 10/1/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Investment Advisors, Inc. | Buyer | Discontinued | 1/1/2010 |