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Renee Lee Crittenden

Advisor at Wells Fargo Clearing — Garden City, KS

Updated today

Credentials

Series 63, Series 66

Experience

20 years

Location

Garden City, KS 67846

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,485 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Renee Crittenden is a financial advisor with Wells Fargo Clearing in Garden City, KS, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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

Garden City, KS

805 N Main St Ste 3

Garden City KS 67846

Advisors at this office

3

Most active in

Kansas · Texas

Work history

20 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Garden City, KS

Wells Fargo Advisors, LLC

2016 - 2016 • 1 year

Garden City, KS

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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Anthony B

Series 63, Series 65

Garden City, KS

Pinion Wealth Management, LLC

Anthony Bell is a financial advisor with Pinion Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2018 and previously with Securities America Inc. from 2005 to 2018. Bell is also involved with Pinion Insurance Agency, where he serves as an insurance agent. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to construct and monitor client investment programs. The firm is distinguished by its ownership structure, including a CPA firm and affiliated broker-dealer, which supports integrated retirement plan consulting and advisory services.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle H

Series 63, Series 65

Garden City, KS

Wells Fargo Clearing

Kyle Herrman is a financial advisor with Wells Fargo Clearing in Garden City, KS, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. and Main Street Advisors, LLC before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in an agricultural business through H & H Acres, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Richard M

Series 63, Series 65

Garden City, KS

LPL Enterprise

Richard Mcnaught is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside his advisory role, he is an investor in AllHay.com, LLC, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance sales, and affiliated trust and lending services.

Tax-loss harvesting
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Angela B

Series 66

Garden City, KS

LPL Enterprise

Angela Bordewick is a Series 66-licensed financial advisor with four years of industry experience. She is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Gregory Calzonetti. Her activities include involvement with insurance and financial services under the Calzonetti Group and Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Tax-loss harvesting

Bradley K

CFP®, Series 66

Garden City, KS

Edward Jones

Bradley Kolowski is a CFP® professional affiliated with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He holds the Series 66 designation and is based in Garden City, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Retirement income strategy Early retirement planning Wealth management Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Preston J

Series 66

Garden City, KS

Raymond James Financial

Preston Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2026, he spent ten years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside specialized municipal and public-finance services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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