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Jennifer Stich

Advisor at Wells Fargo Advisors

Updated today

Location

Alexandria, MN 56308

Credentials

Series 66

Industry experience

1 year

About

Jennifer Stich is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Geneva Capital for two years and Glenwood State Bank for seven years. Jennifer holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Client services

Based on Wells Fargo Advisors

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

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

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.

Location

710 Broadway

Alexandria, MN 56308

Most active in

Minnesota · Texas

Work history

Wells Fargo Advisors

2021 - Present (5 years)

Geneva Capital

2019 - 2021 (2 years)

Glenwood State Bank

2012 - 2019 (7 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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Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Alexandria, MN

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Executive Founder/Business Owner
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Will O

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Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.

ESG / Sustainable investing
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Brett M

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Alexandria, MN

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Executive Founder/Business Owner
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Christine S

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Mark O

Series 63, Series 65

Alexandria, MN

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Retired Founder/Business Owner
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