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Lorne M

Series 63, Series 66

Denver, CO

Wells Fargo Advisors

Lorne Maltenfort is a financial advisor with Wells Fargo Advisors in Denver, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include work at Northwestern Mutual and a brief period as an attorney. Outside of advising, he serves as an election judge for Arapahoe County. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

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

Series 66

Denver, CO

Wells Fargo Advisors

Kimberly Morse is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. She is based in Denver, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing how to implement them 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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David H

Series 63, Series 65

Denver, CO

Wells Fargo Advisors

David Hopwood is a financial advisor with Wells Fargo Advisors based in Denver, CO. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2014 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

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

CFP®, Series 63, Series 65, Series 66

Denver, CO

Wells Fargo Advisors

Jessica Urbanski is a CFP® with 17 years of industry experience, currently with Wells Fargo Advisors in Denver, CO. Her prior roles include positions at Morgan Stanley and AMG National Trust Bank. Outside of financial advising, she is a silent partner in a warehousing, transportation, and logistics business based in Colorado. Wells Fargo Advisors is an institutional firm serving a broad client base with diversified investment strategies.

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