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Linda Christine Wilmoth

Advisor at Wells Fargo Clearing — Camdenton, MO

Updated today

Credentials

Series 66

Experience

24 years

Location

Camdenton, MO

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,492 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Linda Wilmoth is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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

Camdenton, MO

Camdenton MO

Advisors at this office

1

Most active in

Missouri · Oklahoma · Texas

Work history

24 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Edmond, OK

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Edmond, OK

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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Diron T

Series 66, Series 65

Camdenton, MO

TCP Asset Management, LLC

Diron Tappin is a financial advisor with TCP Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He is involved in management of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports organization. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis, uses model portfolios and sub-advised strategies, and typically seeks discretionary authority to manage client portfolios.

Annuities
user avatar

Keith H

PFS™, Series 65, Series 66

Sunrise Beach, MO

Dale K. Ehrhart, Inc.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Options & derivatives strategies Concentrated stock management
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Reece W

Series 65

Osage Beach, MO

Ausdal Financial Partners, Inc.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Nathan M

Series 66

Osage Beach, MO

Cornerstone Wealth Management, LLC

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Adam M

Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Derrick B

CFP®, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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