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Andrew A
Series 63, Series 65
Portland, OR
Wells Fargo Advisors
Andrew Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes various roles within the Wells Fargo organization dating back to 2009. Outside of his advisory work, he is involved with two investment-related ventures, ANDERFISH LLC and Northwest Cedar Financial, LLC. 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 investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across diverse planning areas.
Tay J
Series 66
Portland, OR
Wells Fargo Advisors
Tay Jacoby Fries is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Wells Fargo Advisors since 2024. Prior to this, Fries worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved as an owner and trustee in investment-related businesses in Portland, Oregon. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through extensive research and planning tools. The firm provides a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, with optional implementation through various brokerage and advisory programs.
John W
Series 66
Portland, OR
Wells Fargo Advisors
John Wade is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 22 years of experience in the industry. His prior roles include tenures at Merrill Lynch, Oppenheimer, Raymond James, and Ameriprise. He is currently based in Portland, OR. 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 financial planning services and integrates advisory recommendations with various financial products through multiple compensation arrangements.
Krystan R
Series 66
Portland, OR
Wells Fargo Advisors
Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Outside of advisory work, Resch owns and operates Bloom Revenue, LLC, an independent business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools, offering a broad range of specialized planning options.
Kristin Q
Series 63, Series 66
Portland, OR
Wells Fargo Advisors
Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.
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