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Carol V

Series 66

Sioux City, IA

Wells Fargo Advisors

Carol Voloshen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a major 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations.

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

Series 63, Series 65

Sioux City, IA

Wells Fargo Advisors

Danielle Beukelman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo in various capacities since 2013. Outside of her advisory work, she serves as treasurer for the Perry Creek PTA and the Interstate Soccer Club in Sioux City, Iowa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm combines advisory services with banking and lending products, serving clients who meet certain net-worth thresholds.

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