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Luke J

Series 66

Boulder, CO

Wells Fargo Advisors

Luke Johnson is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrea V

Series 63, Series 66

Boulder, CO

Wells Fargo Advisors

Andrea Vlad is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Morgan Stanley, RBC Capital Markets, PFM Asset Management, and Stifel. Vlad holds Series 63 and Series 66 credentials and is based in Boulder, CO. 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 range of planning options and delivers tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ivonne M

Series 63, Series 66

Boulder, CO

Wells Fargo Advisors

Ivonne Monnett Pickett is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2010. Outside of her advisory role, she co-owns a rental property in Firestone, Colorado. 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 range of planning services tailored to clients meeting a net-worth threshold, leveraging proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joseph M

Series 66

Boulder, CO

Wells Fargo Advisors

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Elliot F

CFP®, Series 66

Boulder, CO

Wells Fargo Advisors

Elliot Forsyth is a CFP® professional with 12 years of experience in the financial industry, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the Finance Committee of the Community Foundation of Boulder and works as a consultant for a hospitality company. 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 tailored recommendations using Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas G

Series 63, Series 65

Boulder, CO

Wells Fargo Advisors

Thomas Garcia is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has worked in various roles within Wells Fargo since 2009 and is involved with Hermanos Land & Cattle Co., a business he has been associated with since 1992. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Laura C

Series 66

Boulder, CO

Wells Fargo Advisors

Laura Collins is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 28 years of industry experience. She has worked at various Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for a local nonprofit organization focused on spiritual values. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert G

Series 63, Series 65

Boulder, CO

Wells Fargo Advisors

Robert Grasing is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Leon K

Series 66

Boulder, CO

Wells Fargo Advisors

Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, 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 range of planning services and integrates advisory solutions with various financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jay M

Series 66

Boulder, CO

Wells Fargo Advisors

Jay McMahon is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in investment-related business activities through ownership in Ascent Wealth Partners, LLC, and Jay P McMahon AWP, 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 range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brady G

Series 66

Boulder, CO

Wells Fargo Advisors

Brady Garr is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo in various capacities since 2011. Outside of his advisory role, he has ownership interests in several investment-related entities, including an oil and gas mineral ownership company and financial planning practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dan W

CFP®, Series 66

Boulder, CO

Wells Fargo Advisors

Dan Weinberger is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors, where he has worked since 2009 in various capacities within the Wells Fargo organization. Outside of his advisory role, he manages an independent wealth practice and is involved in property management alongside his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brenda A

Series 63, Series 65

Boulder, CO

Wells Fargo Advisors

Brenda Archer is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has worked with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds the Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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