| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 1/16/2011 | 1/16/2011 |
| Wells Fargo Investments, Llc | Parent | 6/30/2007 | 1/15/2011 |
| Wells Fargo Investments, Llc | Parent | 10/10/2001 | 6/29/2007 |
| Wells Fargo Securities Inc. | Parent | 8/19/1996 | 10/9/2001 |
| First Interstate Investments, Inc. | Parent | 4/1/1996 | 8/18/1996 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 1/17/2011 | ||
| Wfi Insurance Agency Montana, Inc. | Seller | Discontinued | 1/15/2011 |