Advisor at Wells Fargo Advisors
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Location
Salina, KS 67401
Credentials
Series 66
Industry experience
3 years
Aaron Wedel is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He previously worked at Ascend Learning, LLC and Medix Staffing Solutions. Wedel serves as a board member at large for Salina Downtown Inc., where he participates in meetings focused on downtown improvements and events. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition planning and special-needs analysis. The firm develops tailored recommendations using proprietary research and planning tools, with implementation through brokerage or advisory programs optional for clients.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
144 South Santa Fe
Salina, KS 67401
Kansas · Texas
Wells Fargo Advisors
2022 - Present (4 years)
Ascend Learning, LLC
2020 - 2022 (2 years)
Medix Staffing Solutions
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Salina, KS
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Series 66
Salina, KS
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Series 66
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Series 63, Series 66
Salina, KS
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