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Phillip B

CFP®, Series 63, Series 65

St. Clair Shores, MI

Wells Fargo Advisors

Phillip Brancato is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He also operates a sole proprietorship focused on financial advisory services. 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. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations for its clients.

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

Series 63, Series 66

St. Clair Shores, MI

Wells Fargo Advisors

Craig Kohler is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 registrations and 32 years of industry experience. He has worked within Wells Fargo firms since 2009. Kohler operates a sole proprietorship focusing on financial advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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

Series 63, Series 66

St. Clair Shores, MI

Wells Fargo Advisors

George Nihem is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Nihem also operates a sole proprietorship related to financial advising. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas and tailored recommendations supported by firm research and tools.

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