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Erica W
Series 63, Series 65
Columbus, OH
Wells Fargo Advisors
Erica Weiser is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is a Notary Public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.
Sonya Y
Series 66
Columbus, OH
Wells Fargo Advisors
Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.
Lucas K
Series 66
Columbus, OH
Wells Fargo Advisors
Lucas Koffler is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes over a decade at Wells Fargo entities, beginning in 2009. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors 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.
Eric F
Series 63, Series 65
Columbus, OH
Wells Fargo Advisors
Eric Friedman is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and is also the owner of Scioto Wealth Advisors, LLC, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.
Mark B
Series 63
Columbus, OH
Wells Fargo Advisors
Mark Brown is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including roles at Wells Fargo Clearing from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically discrete and tailored to client needs.
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