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William H Bender

Advisor at Wells Fargo Advisors — Scranton, PA Lackawanna Ave

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

40 years

Location

Scranton, PA 18503

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,175

Across 1,138 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

William Bender is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at Merrill, Bank of America, N.A., and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is co-owner of Sunset View Farm Heritage, LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines research and planning tools with optional brokerage and advisory programs delivered by its network of financial advisors.

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

See office

Scranton, PA Lackawanna Ave

201 Lackawanna Ave, Suite 103

Scranton PA 18503

Advisors at this office

11

Most active in

Pennsylvania · Texas

Work history

40 years of industry experience

Wells Fargo Advisors

2024 - Present • 2 years

Scranton, PA

Wells Fargo Clearing Services LLC

2019 - 2024 • 5 years

Scranton, PA

Bank of America, N.A.

2011 - 2019 • 8 years

Scranton, PA

Merrill

1993 - 2019 • 26 years

Wilkes-Barre, PA

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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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Business sale tax planning Business succession planning
user avatar

Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

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

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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