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 1,772 top financial advisors.
1
Lindsey K. Donovan
CRD#: 5281960
8245 Tournament Dr Ste 130, Memphis, TN 38125
103
Wealthminder
score

Lindsey Donovan (CRD# 5281960) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Memphis, TN and has over 9 years of experience in the finance industry. Lindsey Donovan 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
Korey Rogers, CFP®
CRD#: 2757663
669 Airport Fwy Ste 311, Hurst, TX 76053
103
Wealthminder
score

A funny thing happens as you acquire wealth.  You also acquire a lot of interest from financial people. But, have you ever wondered whose interest they really have at heart?  

 

We see you as a person, not a portfolio.  We believe your best interest is the priority, not a large firm's profitability or its stockholders.  Independence allows us to do that. Our disciplined, needs-based process focuses on the planning necessary for the accumulation, preservation and transfer of wealth. 

Welcome to Rogers Capital Management.

 

Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.  

 

Today's investment climate offers unprecedented opportunities to achieve your financial goal. Rogers Capital Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

- A clear understanding of their financial goals

- A well-defined roadmap to help achieve those goals

- Ongoing advice to help adjust their roadmap when their needs change

Rogers Capital Management is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.

 

On our website, you will find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing-- designed to keep you up-to-date on financial issues, strategies, and trends.

 

We hope you will take advantage of this resource and visit us often. We are committed to our clients and we define our success by our clients' success. If you have any questions or would like to schedule a meeting to discuss your financial future, please e-mail us or call (817) 774-9005.

3
Robert L. Hrnicek
CRD#: 4463519
5057 Keller Springs Rd, Ste 115, Addison, TX 75001
101
Wealthminder
score
Robert Hrnicek (CRD# 4463519) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Addison, TX and has over 15 years of experience in the finance industry. Robert Hrnicek 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 putclients' interests first and comply with the Financial Planning Practice Standards.
4
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 18 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.

5
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.

6
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.

7
Joseph C. Aley
CRD#: 4611107
World Trade Center, 121 Sw Salmon St, Ste 1100, Portland, OR 97204
98
Wealthminder
score
Joseph Aley (CRD# 4611107) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Portland, OR and has over 14 years of experience in the finance industry.
8
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.
9
Jeffrey W. Link
CRD#: 3271873
401 E Pratt St, Ste 2341, Fl 23, Baltimore, MD 21202
98
Wealthminder
score

Jeffrey Link (CRD# 3271873) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Baltimore, MD and has over 15 years of experience in the finance industry.

10
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 21 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.