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Blaine Neal Spurney

Advisor at Wells Fargo Clearing — Salina, KS

Updated today

Credentials

Series 63

Experience

34 years

Location

Salina, KS 67401

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,472 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Blaine Spurney is a financial advisor with Wells Fargo Clearing in Salina, Kansas, holding a Series 63 designation and 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his father's trust and is the board president of the Salina YMCA Endowment Foundation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute and third parties.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Salina, KS

114 W Iron Ave

Salina KS 67401

Advisors at this office

1

Most active in

Kansas · Texas

Work history

34 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Salina, KS

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Salina, KS

A. G. Edwards & Sons, Inc.

1998 - 2008 • 10 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Philip F

CFP®, Series 66

Salina, KS

Foundation Wealth Planning

Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Religious/faith focused
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Jamie L

CFP®

Assaria, KS

Village Wealth Advisors

Jamie Lovin is a CFP® professional with one year of industry experience, currently serving as an advisor at Village Wealth Advisors. Prior to this role, Lovin worked at Integrated Planning & Wealth Management, LLC, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $258 million in discretionary assets across about 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and educational workshops as part of its client services.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar

Ronald S

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

General retirement planning
user avatar

Bradley V

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Miller B

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
user avatar

Christopher T

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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