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Jonathan W
Series 66
West Bend, WI
Wells Fargo Advisors
Jonathan Walther is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in West Bend, WI. He has four years of industry experience, including prior roles at Stephens Inc., TKO Miller, Northwestern Mutual, and the University of Wisconsin Milwaukee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, supported by proprietary research and planning tools.
Corey V
Series 66
West Bend, WI
Wells Fargo Advisors
Corey Vande Voort is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and possessing nine years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Northwestern Mutual and its affiliated entities from 2014 to 2021. Outside of his advisory role, he owns and operates an ecommerce and blog business focused on lifestyle, food, and outdoor gear. 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, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo research and planning tools.
David W
CFP®, Series 63, Series 65
West Bend, WI
Wells Fargo Advisors
David Werner is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. He has prior experience with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Additionally, he owns and manages Werner Wealth Management LLC in Appleton, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning solutions tailored to clients meeting specific net-worth criteria.
Francis H
Series 66
West Bend, WI
Wells Fargo Advisors
Francis Hoeffler is a financial advisor at Wells Fargo Advisors with three years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2025, he held roles at Paycor, Allspring Global Investments, Stephens Inc., and Tri City National Bank. 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 and investment services tailored to clients who meet certain net-worth thresholds.
Kim C
Series 66
West Bend, WI
Wells Fargo Advisors
Kim Clark is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as a notary public and co-owns an ISO 9001 auditing business with her spouse. 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 range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.
Bryan B
Series 63, Series 66
West Bend, WI
Wells Fargo Advisors
Bryan Becht is a financial advisor with Wells Fargo Advisors in West Bend, WI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Bryan has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services across a broad range of areas including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, while offering clients flexible options for implementation and engagement scope.
Steven R
CFP®, Series 63, Series 65
West Bend, WI
Wells Fargo Advisors
Steven Romagna is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes five years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Romagna has ownership interests in tax preparation and wealth management businesses outside of his advisory role. 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 supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.
Jonathan D
Series 66
West Bend, WI
Wells Fargo Advisors
Jonathan Deprey is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Nicolet Wealth Management and Private Client Services. He is also the owner of Venture Recycling LLC, a recycled paper brokerage business. 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 integrating advisory services with other financial products.
John Y
CFP®, Series 63, Series 65
West Bend, WI
Wells Fargo Advisors
John Yagla is a CFP® credentialed financial advisor with 36 years of industry experience, currently with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Prudential Equity Group, and RBC Capital Markets. He also owns and operates Big Badger Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and 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.
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