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Patrick J
Series 63, Series 65, Series 66
West Des Moines, IA
Wells Fargo Advisors
Patrick Jones is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 registrations and possessing 23 years of industry experience. He has been with Wells Fargo Clearing and related entities since 2014. Outside of his advisory role, Jones umpires baseball and softball games for the Iowa USSSA Sports organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs to clients.
Karina C
Series 63, Series 66
West Des Moines, IA
Wells Fargo Advisors
Karina Casini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has had a long tenure with Wells Fargo entities since 2002, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Casini also serves as a temporary conservator and holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations through a network of financial advisors.
Heather J
Series 63, Series 66
West Des Moines, IA
Wells Fargo Advisors
Heather Johnson is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Her prior firms include Merrill and UBS Financial Services. Outside of her advisory work, she owns and operates a photography business, Heather Johnson Photography. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients meeting certain net worth requirements.
Lori K
Series 66
West Des Moines, IA
Wells Fargo Advisors
Lori Keech is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo Clearing, Principal Life Insurance Company, and Principal Securities. Outside of her advisory work, she is involved in a small retail business selling and delivering T-shirts. 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 financial planning services, using proprietary research and tools to create tailored recommendations that clients may implement through various brokerage or advisory programs.
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