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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 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2016, including his current role at Wells Fargo Advisors starting in 2018, and briefly at Edward Jones in 2018. Outside of his advisory work, he is a food delivery driver for Uber Eats and manages an e-commerce business through Peker Family Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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 designations and has been with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his background is focused on brokerage and financial planning services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk management, and specialized planning for business owners and clients with unique needs.

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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, Charles Schwab & Co., and a concurrent position with DoorDash. 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, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Natalie Kneller is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Lindsey Kenner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 years of industry experience. Lindsey has worked at Wells Fargo Clearing since 2016. 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 financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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 Clearing since 2016. 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 investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various specialized planning areas.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

William Boyer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 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 affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo research and planning tools.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michele Messmer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She 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 institutions. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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 worked at Wells Fargo Clearing since 2016 and previously spent two years at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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, delivering tailored recommendations through meetings and written summaries.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Nanette Brimberry is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and 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 offers a broad range of investment and financial planning services, using proprietary research and planning tools to tailor recommendations.

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

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

Series 66

St. Louis, MO

Wells Fargo Advisors

William Maguire is a Series 66 licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 17 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he is a landlord for a short-term rental property. 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 and investment strategies, utilizing proprietary research and planning tools to develop tailored recommendations.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Anna Lee is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Prior to her career in finance, she was employed at Barnes and Noble and Film Scene. 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 planning menu and integrates advisory services with various financial products and referral channels.

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

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Laegeler is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at A. G. Edwards & Sons and Equitable Advisors. Outside of his advisory work, he is the author of a book about newborns. 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 planning menu and integrates advisory services with banking and other financial products.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Gregory Bulva is a financial advisor with Wells Fargo Clearing in Granite City, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Scottrade from 2008 to 2016 before joining Wells Fargo Clearing in 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 IPS-driven and incorporates modern portfolio theory, serving clients with tailored investment strategies and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. 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 and integrates advisory offerings with other financial product sales and referral channels.

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