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Nicholas P
Series 66
St. Louis, MO
Wells Fargo Advisors
Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. His prior roles include various positions within Wells Fargo entities and a brief period at Edward Jones. Outside of his advisory work, he also engages in food delivery driving for Uber Eats and operates Peker Family Enterprises, LLC, which sells items on marketplace websites. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients choose to implement recommendations.
Emir M
Series 66
St. Louis, MO
Wells Fargo Advisors
Emir Mansfield is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Citigroup, Commerce Bank, and Wells Fargo Clearing Services. Outside of finance, he is a half-owner of M.G. Marketing, LLC, a company that provides marketing services for small brick-and-mortar businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored client recommendations.
Clinton B
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Clinton Bert is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2022, he worked at Stifel from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.
Brian C
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Brian Courisky is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, transitioning to Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his career includes over a decade at Wells Fargo-affiliated firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and divorce planning.
Teresa N
Series 66
St. Louis, MO
Wells Fargo Advisors
Teresa Noles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2013 and was previously with Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm serving a broad client base with comprehensive financial services.
Brendan D
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Brendan Dowd is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, and Charles Schwab & Co., Inc. Outside of finance, he has been affiliated with DoorDash since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and leverages Wells Fargo research and tools to develop tailored recommendations for clients with a net-worth threshold.
Natalie K
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Natalie Kneller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Lindsey K
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Lindsey Kenner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process based on modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its offerings among large institutional advisers.
Matthew P
Series 66
St. Louis, MO
Wells Fargo Advisors
Matthew Pomerantz is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he was engaged through a technology partners contract with Nestle Purina from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.
Gregory M
Series 66
St. Louis, MO
Wells Fargo Advisors
Gregory Miller is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools.
William B
Series 66
St. Louis, MO
Wells Fargo Advisors
William Boyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Michele M
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Michele Messmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, serving plan sponsors with tailored solutions and a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.
Adrian V
Series 66
St. Louis, MO
Wells Fargo Advisors
Adrian Vega is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through a wide range of investment services.
Nanette B
Series 66
St. Louis, MO
Wells Fargo Advisors
Nanette Brimberry is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement those recommendations through various brokerage or advisory programs.
Michael G
Series 66
St. Louis, MO
Wells Fargo Advisors
Michael Gagala is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, Russell Investments Financial Services, Lazard Asset Management, and other investment firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through advisor-client meetings and written communications.
Joseph B
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Joseph Baker is a financial advisor at Wells Fargo Advisors based in St. Louis, MO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo and affiliated entities since 2014, as well as brief positions at Cooperatieve Rabobank U.A. and Rabo Securities USA, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for implementation through various brokerage or advisory programs.
William M
Series 66
St. Louis, MO
Wells Fargo Advisors
William Maguire is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he is involved in managing a short-term rental property. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services to individual and institutional clients.
Anna L
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
Anna Lee is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing Services and had experience outside finance at Barnes and Noble and Film Scene. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with services including retirement, education, risk, and wealth-transfer planning.
Jeffery C
Series 66
St. Louis, MO
Wells Fargo Advisors
Jeffery Carson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners, Raymond James Financial Services, Ameriprise Financial Services, and Morgan Stanley. 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, with tailored recommendations delivered through client meetings and written summaries.
Robert L
Series 66
St. Louis, MO
Wells Fargo Advisors
Robert Laegeler is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2008. Outside of advising, he is the author of a book for newborns. 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 options including retirement, education, business-owner transition, and special-needs planning.
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