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Glenn J

Series 66

Minneapolis, MN

Wells Fargo Advisors

Glenn Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and Wells Fargo Bank since 2008. Outside of finance, he has worked as a contractor for food delivery services including DoorDash and Uber Eats. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 65

Minneapolis, MN

Wells Fargo Advisors

Joanne Basile is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 proprietary research and planning tools.

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

Series 63

Minneapolis, MN

Wells Fargo Advisors

Jan Friedrich is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment services.

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

CFP®, ChFC®, Series 63, Series 65, Series 66

Minneapolis, MN

Wells Fargo Advisors

Tammy Robbins is a financial advisor with Wells Fargo Clearing, holding CFP® and ChFC® designations and over 13 years of industry experience. She has been with Wells Fargo Bank since 2006 and with Wells Fargo Clearing Services since 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and demographics, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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

Series 63, Series 65, Series 66

Minneapolis, MN

Wells Fargo Advisors

Larissa Alvarez is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and 16 years of industry experience. She has worked at several firms, including Deutsche Bank Securities and Wealth Enhancement Advisory Services, before joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a 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 and develops tailored recommendations using its proprietary research and planning tools.

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

Series 63, Series 66

Minneapolis, MN

Wells Fargo Advisors

Mark Reitan is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo entities since 2006, including Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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

ChFC®, Series 66

Minneapolis, MN

Wells Fargo Advisors

William Wisgerhof is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm supports tailored recommendations using proprietary research and tools, with clients determining implementation through various 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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