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George F

Series 63, Series 65

Ponca City, OK

Wells Fargo Advisors

George Ferguson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he holds a 25% ownership stake in Ferguson Muligan and Poet LLC, an investment-related business, and serves as a trustee for various trust and 401(k) plans. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options 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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Patrick M

Series 63, Series 65

Ponca City, OK

Wells Fargo Advisors

Patrick Mulligan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Mulligan serves on the endowment committee of the United Way of Ponca City and holds finance and trustee roles with local nonprofit organizations including Hospice of North Central Oklahoma and the Hospice of North Carolina. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer planning. Advisors develop tailored recommendations using firm research and tools, with clients choosing how to implement them through 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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Craig P

Series 66

Ponca City, OK

Wells Fargo Advisors

Craig Poet is a financial advisor with Wells Fargo Advisors in Ponca City, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a notary public in Oklahoma. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options utilizing proprietary research and tools, with an approach that integrates advisory services alongside various financial products and services.

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

Series 66

Ponca City, OK

Wells Fargo Advisors

Adam Ferguson is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, Ferguson is a play-by-play announcer for Rogers State University Athletics. 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 planning menu and develops tailored recommendations based on proprietary research and tools, offering clients flexibility in how they implement those recommendations.

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