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Jonathan Brian Gonifas

Advisor at Wells Fargo Clearing — Hastings, NE

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Hastings, NE 68901

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,124

Across 1,522 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Jonathan Gonifas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Wells Fargo Bank NA since 2011 and Wells Fargo Clearing Services LLC since 2016. Outside of his advisory role, he serves as a pastor at Restoration Worship Center Church of God in Grand Island, Nebraska. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides 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

Hastings, NE

747 N Burlington Ave

Hastings NE 68901

Advisors at this office

4

Most active in

Nebraska · Texas

Work history

9 years of industry experience

Wells Fargo Clearing Services LLC

2016 - Present • 10 years

Hastings, NE

Wells FArgo Bank NA

2011 - Present • 15 years

Hastings, NE

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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Dale A

Series 66

Hastings, NE

Skyline Wealth Management

Dale Arrants is a financial advisor at Skyline Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining Skyline Wealth Management, he held roles at Principal Life Insurance Company, Principal Securities Inc, and various positions in banking and automotive sales. Outside of advisory work, he is the owner of Skyline Capital, LLC, an entity formed for holding residential real estate, though it currently holds no assets. Skyline Wealth Management provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a modern portfolio theory-based investment approach that combines passive and active strategies and emphasizes pension consulting and retirement plan management.

Passive / index investing Active portfolio management Founder/Business Owner
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Tammy H

Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Tammy Hubl is a Series 66 credentialed advisor with 27 years of industry experience. She has been with Wealth Advisors Network, Inc. since 2007 and has also worked at Cambridge Investment Research, Inc. since 2013. Outside of advisory roles, she owns and operates a family farm in Guide Rock, Nebraska. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing mutual funds, ETFs, individual securities, and fixed-income instruments, while offering a range of advisory programs and investment options tailored to client risk profiles.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Virginia C

Series 65, Series 66

Hastings, NE

Wealth Advisors Network, Inc.

Virginia Charron is a financial advisor at Wealth Advisors Network, Inc. with 19 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked with firms including Cambridge Investment Research and Contryman Wealth Advisors. Outside of her advisory work, she is involved as a partner and cook in a freezer meal business. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering discretionary and non-discretionary portfolio management through programs such as CMAP and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Jeffrey A

CFP®, Series 63, Series 65

Hastings, NE

Wealth Advisors Network, Inc.

Jeffrey Anderson is a CFP® professional with 30 years of industry experience, currently serving at Wealth Advisors Network, Inc. since 2007. He has also worked at Cambridge Investment Research, Inc. since 2013 and previously spent two decades with Contryman Associates, P.C. Outside of his advisory role, Anderson is the owner of an indoor community archery range and serves as chairman of the board of trustees for Mary Lanning Healthcare. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning with a focus on diversification and active management. The firm blends advisory services with brokerage, insurance, and accounting affiliations, operating multiple offices and utilizing programs such as CMAP and WealthPort to accommodate a range of client needs.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Turner T

Series 65

Hastings, NE

Independent Financial Partners

Turner Tinant is a Series 65-credentialed financial advisor with two years of industry experience, currently with Independent Financial Partners. His prior experience includes roles at Ridgeline Advisors and Englund and Lindsteadt Financial Advisors. Outside of finance, he serves as a board member for Prairie Loft Center, which focuses on agriculture appreciation and outdoor education, and Hastings American Legion Baseball, promoting youth athletic and personal development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brady L

Series 65

Hastings, NE

Independent Financial Partners

Brady Lollman is a Series 65-credentialed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of finance, he serves as a high school and collegiate basketball referee. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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