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Robert K
Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked in various capacities at Wells Fargo entities since 2015. Outside of advising, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.
Nicklaus S
Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Nicklaus Serafini is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Comerica Securities, Ameriprise Financial Services, PNC Investments, and Oppenheimer. Outside of his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC as a financial advisor. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.
Samantha T
Series 63, Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Samantha Trudell is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with various Wells Fargo entities since 2015 and maintains a long-term consulting role with Mary Kay. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.
Matthew B
Series 65, Series 63
Bloomfield Hills, MI
Wells Fargo Advisors
Matthew Boley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. He holds Series 65 and Series 63 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.
Albert B
Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2016. Outside of his advisor role, he is involved with Princeton Harriman Insurance Solutions, providing insurance advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.
David G
Series 63, Series 65
Bloomfield Hills, MI
Wells Fargo Advisors
David Gallina is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he owns and manages several investment-related entities, including Danimar Holdings Inc. and DMICS Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad array of planning services and uses proprietary research and tools to develop tailored recommendations for clients.
Steven G
Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Steven Gretchko is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 21 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC in a financial advisory capacity. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.
Michael F
CFA®, Series 66
Bloomfield Hills, MI
Wells Fargo Advisors
Michael Finkelstein is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously spent 17 years with Northpointe Capital, LLC. He also maintains an insurance practice through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage and advisory programs.
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