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Vivienne Monique Gustavsen

Advisor at Wells Fargo Clearing — Butte, MT

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Butte, MT 59701

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,473 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Vivienne Gustavsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

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

Butte, MT

3650 Harrison Ave

Butte MT 59701

Advisors at this office

1

Most active in

Montana

Work history

3 years of industry experience

Wells Fargo Clearing

2023 - Present • 3 years

Butte, MT

Wells Fargo Bank, nA

2010 - Present • 16 years

Butte, MT

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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Christopher C

Series 66

Butte, MT

D.A. Davidson & Co.

Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX FITNESS. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Ashley B

Series 66

Butte, MT

D.A. Davidson & Co.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and three years of industry experience. Before joining D.A. Davidson, she worked for Pacific Steel and Recycling for 12 years. Outside of advising, she provides notary services for D.A. Davidson clients and operates an online retail business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm adheres to the Advisers Act fiduciary standard and provides comprehensive financial planning and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Daniel R

Series 63, Series 65

Butte, MT

D.A. Davidson & Co.

Daniel Rosa is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both qualitative and quantitative investment analysis, along with specialized services such as municipal advisory and private wealth planning for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Kaylee R

Series 66

Butte, MT

OSAIC

Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jerald C

Series 63, Series 65

Butte, MT

LPL Financial

Jerald Campbell is a financial advisor with LPL Financial in Butte, MT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at National Planning Corporation from 2013 to 2017 and has been with LPL Financial for a total of 20 years across two periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Sarah L

Series 63, Series 65

Butte, MT

Edward Jones

Sarah Leipheimer is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is involved in local business activities, including serving as an officer of a car rental company in Butte, Montana. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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