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Lorayne N
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Lorayne Newton is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as a notary public in Idaho. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions supported by Wells Fargo’s research and tools.
Robert T
Series 63, Series 65
Idaho Falls, ID
Wells Fargo Advisors
Robert Thompson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Outside of his primary role, Thompson has ownership interests in several investment-related entities and is involved in a cryptocurrency mining business. Wells Fargo Advisors Financial Network 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 net-worth thresholds, utilizing research and planning tools to deliver customized recommendations.
Chase G
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Chase Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and five years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Canyon Creek Cabinets, and spent four years at Brigham Young University-Idaho. He is also involved in investment-related enterprises, including ownership interests in CWG Capital, LLC, Mountain Crest Wealth Management, II, LLC, and Green Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.
Jade G
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Jade Green is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Canyon Creek Cabinets, and Brigham Young University - Idaho. Outside of her advisory role, she is a part-owner of Teton Bagel Travels, a local food service business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.
Jennifer H
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Jennifer Hall is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she acts as power of attorney for her spouse. 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, utilizing Wells Fargo research and tools to develop personalized recommendations.
David G
Series 63, Series 65
Idaho Falls, ID
Wells Fargo Advisors
David Green is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, supported by proprietary research and planning tools.
Michael S
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Michael Schjeldahl is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2013. Schjeldahl is also involved in Mountain Crest Wealth Management LLC and Sunterra Consulting LLC, where he holds ownership interests. 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 and investment services, including specialized planning for business transitions, sports and entertainment, and other niche areas.
Chad G
Series 66
Idaho Falls, ID
Wells Fargo Advisors
Chad Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and bringing three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at Brigham Young University Idaho and companies in the solar industry. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.
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