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Laura K

Series 63

Sacramento, CA

Wells Fargo Advisors

Laura Kellejian is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding a Series 63 designation and having 36 years of industry experience. She has worked within Wells Fargo firms since 2009 across various capacities. Outside of her advisory role, she owns and operates LRK Advisory Services, an independent financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using 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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Christine K

Series 66

Sacramento, CA

Wells Fargo Advisors

Christine Kovalek is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked within various branches of Wells Fargo since 2013. Outside of her advisory role, she serves as a co-trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing 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 who meet certain net-worth thresholds, supported by Wells Fargo's 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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Jeremy H

Series 63, Series 65

Sacramento, CA

Wells Fargo Advisors

Jeremy Hearon is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing dating back to 2011. He serves on the Finance Committee for St. Michael's Episcopal Day School, monitoring the school's budget and financial reporting. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to create tailored recommendations. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs analysis.

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

Series 66

Sacramento, CA

Wells Fargo Advisors

Randi O'Neill is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo in various capacities since 2009, with a brief tenure at Merrill in 2015-2016. Outside of her advisory role, she serves as treasurer for the Bella Vista High School Boys Basketball Program in Fair Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

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

Series 63, Series 65

Sacramento, CA

Wells Fargo Advisors

Eric Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside of advising, he serves as an investment committee member for The Catholic Foundation of the Diocese of Sacramento. 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 and integrates advisory services with various 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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Araceli S

Series 66

Sacramento, CA

Wells Fargo Advisors

Araceli Solis is a financial advisor with Wells Fargo Advisors in Sacramento, CA, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Solis serves as treasurer for the Sierra Oaks Vista Neighborhood Association in Sacramento. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement 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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