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 $42,504,070,849 in 142,401 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    42,504
    MILLION
  • Total Number of Accounts
    142,401
    ACCOUNTS
  • Average Account Value
    $298,482
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, WY

Financial Advisors at Wells Fargo Advisors Financial Network, LLC
Showing 1 - 10 of 1,813 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
Robert L. Hrnicek
CRD#: 4463519
5057 Keller Springs Rd, Ste 115, Addison, TX 75001
103
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.
3
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.

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 19 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
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.
7
Lawrence M. Glazer
CRD#: 4001703
260 Franklin St 7th Fl, Boston, MA 02110
98
Wealthminder
score

Lawrence Glazer (CRD# 4001703) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Boston, MA and has over 18 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
Adam M. Leach
CRD#: 5338729
516 N Tryon St, Charlotte, NC 28202
98
Wealthminder
score

Adam Leach (CRD# 5338729) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

10
Aleksey Lerner
CRD#: 2671205
2570 East 17th St, Brooklyn, NY 11235
98
Wealthminder
score

Aleksey Lerner (CRD# 2671205) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Brooklyn, NY and has over 22 years of experience in the finance industry.

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