Advisor at Wells Fargo Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alpine, WY
Credentials
Series 63, Series 65
Industry experience
38 years
Charles Wise is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of LLC-FINET, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to provide tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.
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.
Alpine, WY
Virginia · Wyoming
Wells Fargo Advisors
2025 - Present (1 year)
Wells Fargo Clearing
2016 - 2025 (9 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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.
Series 66
Alpine, WY
Ameriprise
Travis Ladner is a financial advisor with Ameriprise in Alpine, Wyoming, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Happyman, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Series 66
Alpine, WY
Wells Fargo Clearing
Brent Jacobs is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in aviation through ownership and operation of a private aviation LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Series 63, Series 65
Etna, WY
Robert Baird & Co.
Allen Campbell is a financial advisor with Robert Baird & Co. in Etna, Wyoming, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he is involved in a boat storage business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.
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