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Igor L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Igor Lukajic is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017. His prior experience includes multiple roles with the City of Bridgeton and the University of Missouri - Saint Louis. 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 that are tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo’s research and planning 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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Curtis M

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Curtis Morrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations with 12 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, offering investment and fee-based 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, utilizing 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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Joseph D

Series 66

St. Louis, MO

Wells Fargo Advisors

Joseph Duvall is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Advisors since 2019, following prior roles at Stifel and Benefits of Missouri Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad 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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John K

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

John Knowles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2008. Outside of his advisory role, he is involved as a volunteer firefighter and is active in music and podcasting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services using proprietary research and tools. The firm provides planning across various needs, including retirement, education, and business-owner transition, delivering tailored recommendations with optional implementation through 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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David W

CFP®, Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

David Walsh is a CFP® professional with 22 years of experience in the financial industry. He is currently with Wells Fargo Advisors in St. Louis, MO, where he has worked since 2016, including time with Wells Fargo Clearing and previously A. G. Edwards & Sons, Inc. 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, using proprietary research and planning tools to develop tailored recommendations across various planning needs.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Katherine Humphreys is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales business in St. Louis. 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 solutions, utilizing proprietary research and planning tools tailored to clients meeting a net-worth threshold.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Katherine Foley is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. Her prior work includes two years at Morgan Keegan & Company, LLC before joining Wells Fargo Clearing in 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 covering various specialized areas and integrates advisory services with other 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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Sabrina B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Sabrina Buckner 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 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. 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 options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.

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

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. 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, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. 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 planning menu and uses its research and tools to develop 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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Alissa S

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Alissa Swip is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Charles Schwab, TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options 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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Mitchell L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Mitchell Lauder is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, using 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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Anthony G

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Anthony Garrett is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Buckingham Strategic Wealth and multiple stints within Wells Fargo Clearing Services. Outside of finance, he was involved in managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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, with a focus on tailored recommendations and multiple 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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Nicole C

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Nicole Clayton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as an executor for an estate. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Mayer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and 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 that are generally discrete and optional for clients.

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

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Kathryn Black is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes multiple roles at Wells Fargo Clearing Services and a position at Washington University in Saint Louis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using 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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Adam W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional 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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