Wells Fargo Advisors Financial Network, LLC

Wells Fargo Advisors Financial Network, LLC (CRD# 11025) is a financial advisory firm headquartered in Saint Louis, MO. They manage $38,415,108,607 in 131,465 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    38,415
    MILLION
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wells Fargo Advisors Financial Network, LLC
Showing 1 - 10 of 1,774 top financial advisors.
1
Douglas A. Ummel
CRD#: 3052458
121 E 6th St, Ste 2, Bloomington, IN 47408
101
Wealthminder
score

Douglas Ummel (CRD# 3052458) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bloomington, IN and has over 17 years of experience in the finance industry. Douglas Ummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary M. Gould, CIMA®
CRD#: 3258554
1498 Pacific Ave, Ste 525, Tacoma, WA 98402
100
Wealthminder
score

Gary Gould (CRD# 3258554) is an Investment Advisor Representative & Founder at Gould Capital, LLC in Tacoma, WA and has over 10 years of experience in the finance industry.

3
David D. Kassir
CRD#: 2814059
6521 Arlington Blvd, Ste 502, Falls Church, VA 22042
100
Wealthminder
score

David Kassir is an Investment Advisor Representative working at Manna Capital Management and has over 19 years of experience in the finance industry.

 

About David D. Kassir:

 

With almost 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

 

I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 as an executive at the firm I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President.

 

In 2009 I entered into agreement to buyout a renowned broker/dealer, Manna Capital Management formerly known as Manna Financial Services Corporation, a distinguished investment firm since 1962 with assets under management of approximately $100 million. As a former CEO of a 53 year old investment firm in the Washington DC Metro area I realized the immense benefits of aligning myself back with my former firm Wells Fargo Advisors. In 2015 Manna Capital Management became associated with Wells Fargo Advisors Financial Network, LLC.

 

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. Committed to helping my community prosper, I am active with the Kassir Foundation.

4
Mark T. Morgan
CRD#: 2603450
540 Silicon Dr, Ste 100, Southlake, TX 76092
100
Wealthminder
score

Mark Morgan (CRD# 2603450) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Southlake, TX and has over 21 years of experience in the finance industry.

5
John M. Gould
CRD#: 2620113
1498 Pacific Ave, Ste 525, Tacoma, WA 98402
98
Wealthminder
score
John Gould (CRD# 2620113) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tacoma, WA and has over 20 years of experience in the finance industry.
6
Charles W. Adams
CRD#: 2750470
4030 Moorpark Ave, Ste 102, San Jose, CA 95117
96
Wealthminder
score

Charles Adams (CRD# 2750470) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in San Jose, CA and has over 20 years of experience in the finance industry. Charles Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kelly L. Adams
CRD#: 5526756
420 Liberty Park Ct Ste A, Flowood, MS 39232
96
Wealthminder
score

Kelly Adams (CRD# 5526756) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Flowood, MS and has over 8 years of experience in the finance industry. Kelly Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James T. Allen
CRD#: 1069257
Friday Harbor, WA
96
Wealthminder
score

James Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Friday Harbor, WA and has over 34 years of experience in the finance industry. James Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Paul E. Artof
CRD#: 7895
2659 Townsgate Rd, Ste 203, Westlake Village, CA 91361
96
Wealthminder
score

Paul Artof (CRD# 7895) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Westlake Village, CA and has over 32 years of experience in the finance industry. Paul Artof has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Melissa G. Attanasio
CRD#: 2312324
1140 N Town Center Dr, Ste 270, Las Vegas, NV 89144
96
Wealthminder
score

Melissa Attanasio (CRD# 2312324) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Las Vegas, NV and has over 23 years of experience in the finance industry. Melissa Attanasio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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