Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, utilizing proprietary research and tools to develop tailored recommendations, with clients able to implement these recommendations through various brokerage or advisory programs.

Steven Smith is a financial advisor at Wells Fargo Advisors in St. Charles, MO, with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cushman & Wakefield and Edward Jones. Outside of his advisory role, Smith serves as a security consultant for Legion Security Consulting Services, focusing on security oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through the firm’s brokerage or advisory programs.