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Barton H
Series 66
Indianapolis, IN
Wells Fargo Advisors
Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he has ownership interests in several investment-related businesses, including BJH Financial LLC and FHT Administrative Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries, with clients choosing whether to implement those recommendations through brokerage or advisory programs.
Katherine F
Series 66
Indianapolis, IN
Wells Fargo Advisors
Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers 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, delivering tailored recommendations through financial advisors.
Cassi P
Series 66
Indianapolis, IN
Wells Fargo Advisors
Cassi Patterson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2010, including her current role at Wells Fargo Clearing since 2016. 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, using proprietary research and planning tools to develop tailored client recommendations.
Christopher T
Series 66
Indianapolis, IN
Wells Fargo Advisors
Christopher Tapak is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates a residential construction business called Custom Homes by Chris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory guidance with other financial products and referral channels.
Leah B
Series 66
Indianapolis, IN
Wells Fargo Advisors
Leah Beetz is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Center Grove Community Schools and Jade Chemical & Supply Co., Inc. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.
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