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Barbara B
Series 66
Dubuque, IA
Wells Fargo Advisors
Barbara Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, she worked at the Dubuque Museum of Art and Mercy Medical Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations.
Daniel M
Series 66
Dubuque, IA
Wells Fargo Advisors
Daniel Moore is a financial advisor at Wells Fargo Advisors in Dubuque, IA, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo Advisors since 2013. 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, including cash-flow, retirement, education, and niche planning areas, using proprietary research and planning tools to develop tailored recommendations.
Sarah S
Series 66
Dubuque, IA
Wells Fargo Advisors
Sarah Spires is a financial advisor at Wells Fargo Advisors in Dubuque, Iowa, with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.
Tammy B
Series 66
Dubuque, IA
Wells Fargo Advisors
Tammy Beasley is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at several firms including Prudential and GWFS Equities, Inc. Outside of her advisory role, she is involved with Ritzy Repeats, a venture she has been part of since 2025. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services supported by Wells Fargo research and tools. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.
Thomas B
Series 63, Series 66
Dubuque, IA
Wells Fargo Advisors
Thomas Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work with Wells Fargo, he owns and operates Barton Success Group dba Barton Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.
Katelyn B
Series 66
Dubuque, IA
Wells Fargo Advisors
Katelyn Barton is a financial advisor with Wells Fargo Advisors in Dubuque, IA, holding a Series 66 license. She has one year of industry experience, including prior roles at Cottingham & Butler and Rachel Davis State Farm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting specific net-worth thresholds. The firm emphasizes tailored recommendations supported by Wells Fargo research and provides discrete planning engagements covering diverse areas such as retirement, education, and specialized planning needs.
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