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Ryan Daniel Windhorst

Advisor at Wells Fargo Clearing — Scottsbluff, NE

Updated today

Credentials

Series 66

Experience

16 years

Location

Scottsbluff, NE 69361

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

Ryan Windhorst is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Windhorst serves on the finance committee of the Regional West Foundation in Scottsbluff, NE. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach and offers both brokerage and advisory solutions.

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

Scottsbluff, NE

2822 Avenue I, Ste A

Scottsbluff NE 69361

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

16 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Scottsbluff, NE

Wells Fargo Advisors, LLC

2016 - 2016 • 1 year

Scottsbluff, NE

Edward Jones

2010 - 2016 • 6 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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Daniel C

CFP®, Series 66

Scottsbluff, NE

Wealth Advisors Network, Inc.

Daniel Charron is a CFP® with 26 years of experience in the financial industry. He is affiliated with Wealth Advisors Network, Inc. and has worked there since 2007, alongside his role at Cambridge Investment Research, Inc. since 2013. Charron is also a partner and president at Contryman Associates P.C., a CPA firm, and serves as treasurer for the Rotary Club of Scottsbluff/Gering. Wealth Advisors Network, Inc. provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm emphasizes diversification and active management, utilizing various investment vehicles and proprietary risk assessment tools to align portfolios with client risk tolerances.

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

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Bobby S

Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Bobby Schmid is a financial advisor at Sanctuary Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Edward Jones. Outside of advising, he serves as a board member of the Flathead Livestock Sale Organization, supporting 4H and FFA students in livestock sales at the Northwest Montana Fair. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through over 400 independent investment adviser representatives. The firm employs various portfolio management approaches and acts as a fiduciary when engaged under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Taylor C

Series 65

Scottsbluff, NE

Brookstone Capital Management LLC

Taylor Copas is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Brookstone in 2020, he worked at Plains Insurance Brokers and Farm Bureau Financial Services. He is also active as a licensed real estate agent, dedicating part of his time to that work alongside his advisory role. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar

Brandy R

CFP®, Series 66

Scottsbluff, NE

Sanctuary Advisors, LLC

Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Joel B

Series 66

Gering, NE

Edward Jones

Joel Barrett is a financial advisor at Edward Jones in Gering, Nebraska, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at SWBC and involvement with Cyclone Enterprises, operating as Kilthau Transports. 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 national network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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