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Cheryl Colleen Galloway

Advisor at Wells Fargo Clearing — Elko, NV

Updated today

Credentials

Series 66

Experience

9 years

Location

Elko, NV 89801

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,489 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Cheryl Galloway is a financial advisor with Wells Fargo Clearing in Elko, NV. She holds a Series 66 designation and has nine years of industry experience, including ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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

Elko, NV

2070 Idaho St

Elko NV 89801

Advisors at this office

1

Most active in

Nevada · Texas

Work history

9 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Elko, NV

WELLS FARGO Advisors, LLC

2016 - 2016 • 1 year

Elko, NV

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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James G

Series 66

Elko, NV

G&S Wealth Management LLC

James Glennon is the principal of G&S Wealth Management LLC in Elko, NV, holding a Series 66 designation with 17 years of industry experience. He has managed G&S Wealth Management and Glennon & Sandoval Company, a CPA firm in which he is a shareholder, since 2010. Glennon dedicates a significant portion of his workweek to the accounting firm. G&S Wealth Management primarily serves individual clients below high-net-worth thresholds, along with some corporate clients, offering non-discretionary portfolio management and financial planning tailored to each client’s circumstances. The firm employs a conservative, fundamental-analysis investment approach focusing on traditional asset classes and maintains close advisory relationships with clients.

Wealth management
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Michael L

Series 63, Series 66, Series 65

Elko, NV

Sagebrush Wealth Partners

Michael Lane is a financial advisor at Sagebrush Wealth Partners with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Outside of financial advising, Lane has an ownership interest in a naturopathic practice operating as a separate legal entity. Sagebrush Wealth Partners provides portfolio management services primarily to individual investors and small business owners, offering limited financial planning on request. The firm constructs portfolios using exchange-traded funds, individual equities, and fixed income, employing fundamental, economic, and technical analyses within a long-term asset allocation framework.

Options & derivatives strategies Cash flow / budgeting General retirement planning Founder/Business Owner
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Nick K

Series 63, Series 65

Elko, NV

Read & Powell Financial Services, LLC

Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.

General estate planning guidance Wealth management
user avatar

Diane R

Series 66

Elko, NV

Read & Powell Financial Services, LLC

Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.

General estate planning guidance Wealth management
user avatar

Eric W

Series 65

Elko, NV

Read & Powell Financial Services, LLC

Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.

General estate planning guidance Wealth management
user avatar

Norma T

ChFC®, Series 66

Elko, NV

Edward Jones

Norma Terras is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® and Series 66 credentials, with 10 years of industry experience. She has been with Edward Jones and its predecessor firm since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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