Advisor at Wells Fargo Clearing
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
Fairhope, PA
Credentials
Series 63
Industry experience
39 years
Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$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
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
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
Fairhope, PA
Florida · Pennsylvania · Texas
Wells Fargo Clearing
2016 - Present (10 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Series 63, Series 65
Lavale, MD
Latitude Advisors, LLC
Jeffery Conner is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Latitude Advisors since 2009 and is also a principal and CPA at Fike, Conner and Associates, P.A. Outside of his advisory work, Conner is involved in local community organizations, serving as president of a nonprofit focused on public land use and as vice chairperson of the Garrett County Planning Commission. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental analysis, managing most client relationships on a discretionary basis.
Series 66
Lavale, MD
Latitude Advisors, LLC
Harold Fike Jr. is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. He has served as a principal in the accounting firm Fike, Conner and Associates, P.A. since 1995 and acts as treasurer for Cornerstone Baptist Church in Cumberland, MD. His professional activities also include work as an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.
Series 66
Berlin, PA
LPL Financial
Aaron Benford is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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