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Kyle G
Series 66
St. Louis, MO
Wells Fargo Advisors
Kyle Goeke is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following seven years at Stifel. 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 that include cash-flow, retirement, education, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.
Sarah H
Series 66
St. Louis, MO
Wells Fargo Advisors
Sarah Harms is a financial advisor with Wells Fargo Advisors in O'Fallon, Illinois. She holds a Series 66 designation and has five years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Regions Bank for eight years. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of financial services and investment solutions.
Eric S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Eric Sacks is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing Services and Associate Staffing since 2017. Prior to his financial career, he worked at Gold's Gym and Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with advisory services integrated alongside other financial products.
Hernan C
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Hernan Cardenas is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients deciding on implementation through various brokerage or advisory programs.
Gerald Y
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Gerald Yungling is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as special-needs and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.
Greg K
Series 66
St. Louis, MO
Wells Fargo Advisors
Greg Kluesner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 15 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 financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.
Michael K
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Michael Kennedy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides specialized planning in areas such as retirement, education, and wealth transfer, with advisors employing proprietary research and tools to deliver tailored recommendations.
Zachary M
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Zachary Myers is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to his advisory role, he was involved with RHI General Group and worked at Dewey's Pizza while attending Lindenwood University. 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 financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, with tailored recommendations supported by proprietary research and tools.
Amy D
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Amy Dumont is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses. She has 24 years of industry experience, including 10 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.
Eric B
Series 66
St. Louis, MO
Wells Fargo Advisors
Eric Bruce is a financial advisor with Wells Fargo Advisors in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Aston Carter and has experience outside the financial sector, including a role at Johnny Mac's Sporting Goods. 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 range of planning services utilizing Wells Fargo research and planning tools, with a focus on tailored client recommendations and optional implementation through its brokerage or advisory programs.
Brandon B
Series 66
St. Louis, MO
Wells Fargo Advisors
Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First Clearing. 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 and integrates advisory offerings with other financial products and referral channels.
Baron R
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Baron Ross Jr. is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing Services since 2020, joining Wells Fargo Advisors Financial Network in 2026. Prior to that, he was employed at TD Ameritrade and has volunteer experience with the YMCA, St. Louis Arc, and the American Red Cross. 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 institutions. The firm provides a broad planning menu that includes cash-flow, retirement, and specialized planning services, utilizing Wells Fargo’s research and tools to develop tailored client recommendations.
Howard U
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Howard Underwood is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 registrations and 29 years of industry experience. His career includes over 10 years at Wells Fargo Clearing and more than two decades as a self-employed advisor, with brief tenure at Northwestern Mutual Investment Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.
David R
Series 63, Series 65, Series 66
St. Louis, MO
Wells Fargo Advisors
David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.
Matthew F
CFP®, Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Matthew Feldhaus is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025. Outside of his advisory role, Feldhaus serves on the homeowners association board for The Highlands of Chesterfield in Wildwood, MO. 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 planning menu tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop financial recommendations.
Ryan M
Series 66
St. Louis, MO
Wells Fargo Advisors
Ryan Meyler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years 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 offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.
Dzenana P
Series 66
St. Louis, MO
Wells Fargo Advisors
Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a brief tenure at Edward Jones. 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 both meetings and written summaries.
Jennifer H
Series 66
St. Louis, MO
Wells Fargo Advisors
Jennifer Henderson is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and previously worked at Saxony Capital Management, LLC for eight years before joining her current firm in 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically discrete and tailored to client needs.
Christopher L
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Christopher Lindenbusch is a financial advisor with Wells Fargo Clearing in Manchester, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Farmers Financial Solutions and Farmers Insurance. He has been with Wells Fargo Clearing and DiSys since 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.
Keven S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Keven Sheehy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having five years of industry experience. His prior work includes roles at Walgreens Boots Alliance, Us Tech Solutions, and Best Buy. Outside of his financial advisory work, he is a content creator on the video streaming platform Twitch. 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 utilizing its research and planning tools, with advisory services integrated alongside various financial products and referral channels.
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