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William W

Series 66

Fort Collins, CO

Wells Fargo Advisors

William Wubbena is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held positions at LPL Financial, Thrivent Financial, and Aleph Objects, Inc., among others. Outside of his advisory role, he owns TechLife LLC, an investment-related business based in Fort Collins, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with discrete, negotiable engagements tailored to client needs.

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

Series 63, Series 66

Fort Collins, CO

Wells Fargo Advisors

Ian Nelson is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, and England Logistics, Inc. Outside of his financial advisory work, he is involved as a soccer referee and operates a mobile DJ business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and special-needs analysis.

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

Series 66

Fort Collins, CO

Wells Fargo Advisors

Benjamin Diamond is a financial advisor at Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after spending 13 years at PitchBook. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

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

Series 63, Series 65

Fort Collins, CO

Wells Fargo Advisors

Robert Farmer is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at LPL Financial and Presidential Brokerage, Inc. Farmer has taught finance as a professor at Southern New Hampshire University and authored the book *Managing Your Own Retirement*. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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