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Ron Mcgrane

Advisor at Wells Fargo Advisors

Updated today

Location

International Falls, MN

Credentials

Series 66

Industry experience

22 years

About

Ron Mcgrane is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2009 to 2024 before joining Wells Fargo Advisors. Outside of his advisory work, he has ownership interests in investment-related entities including Lorax Holdings LLC and Rize Wealth Management Group LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through research and simulation tools.

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

International Falls, MN

Most active in

California · Minnesota

Work history

Wells Fargo Advisors

2024 - Present (2 years)

Wells Fargo Clearing

2016 - 2024 (8 years)

Wells Fargo bank

2009 - 2024 (15 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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Chris Q

Series 63, Series 65

International Falls, MN

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Chris Quackenbush is a financial advisor at &PARTNERS with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of TQWMG, LLC, an investment-related business based in Bloomington, Indiana. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Richard R

Series 63, Series 65

International Falls, MN

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General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Brady H

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International Falls, MN

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Melissa G

Series 66

International Falls, MN

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Melissa Gaustad is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolio delivery.

Charitable giving & philanthropy Active portfolio management

Shane T

Series 63, Series 66

International Falls, MN

Edward Jones

Shane Talley is a financial advisor with Edward Jones in International Falls, MN, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Edward Jones since 2009. Talley serves as a board member of Koochco Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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Erik S

Series 66

International Falls, MN

Edward Jones

Erik Strand is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, previously working six years at TruStar Federal Credit Union. Outside of his advisory role, he serves as a financial manager and board member of Koochco, Inc. in International Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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