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Clive F
Series 66
San Luis Obispo, CA
Wells Fargo Advisors
Clive Fairchild is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at SavantX and operated The Fairchild Group 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 financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.
Melissa M
Series 66
San Luis Obispo, CA
Wells Fargo Advisors
Melissa Miller is a Series 66-licensed financial advisor with Wells Fargo Advisors in San Luis Obispo, CA, bringing 14 years of industry experience. She has been with Wells Fargo and its affiliated entities since 2011. Outside of her advisory role, she is involved with the LT Michael "Peanut" Miller Memorial Foundation, where she participates in reviewing scholarship applications for a fire science scholarship, and she holds certification as a Divorce Financial Analyst through her separate consulting business. 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, including specialized areas such as business-owner transition and divorce planning, and develops tailored recommendations using proprietary research and planning tools.
Nancy F
Series 63, Series 65
San Luis Obispo, CA
Wells Fargo Advisors
Nancy Fairchild is a financial advisor with Wells Fargo Advisors based in San Luis Obispo, CA, holding Series 63 and Series 65 designations with 39 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Fairchild is the owner of The Fairchild Group LLC, a financial planning practice. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.
Jeffrey O
Series 63, Series 65
San Luis Obispo, CA
Wells Fargo Advisors
Jeffrey Oetman is a financial advisor with Wells Fargo Advisors in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, spanning back to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.
Robert N
Series 66
San Luis Obispo, CA
Wells Fargo Advisors
Robert Nagle is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated entities since 2016. 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 including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.
Michelle C
Series 63, Series 66
San Luis Obispo, CA
Wells Fargo Advisors
Michelle Casper is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2016. Outside of her advisory role, she is a commissioned notary public in California. 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 using proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory programs.
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