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Levi M

Series 66

Wheeling, WV

Wells Fargo Advisors

Levi Mckenzie is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Wheeling, WV, and has two years of industry experience. He previously worked at US Tech Solutions for one year before joining Wells Fargo Advisors in 2023. 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 fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various financial 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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Tyler R

Series 66

Wheeling, WV

Wells Fargo Advisors

Tyler Riedel is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds the Series 66 designation and has worked previously at West Liberty University and Duquesne University. 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 services such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning 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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Michael R

Series 63, Series 65

Wheeling, WV

Wells Fargo Advisors

Michael Riedel is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He has partial ownership in McKenzie Riedel Wealth Management LLC and full ownership of BNR, LLC, both investment-related businesses based in Wheeling, WV. 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 and integrates advisory offerings 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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Renee F

Series 66

Wheeling, WV

Wells Fargo Advisors

Renee Finney is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2007. 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, including retirement, education, risk, and wealth-transfer planning, using proprietary research and 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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Christopher B

Series 63, Series 66

Wheeling, WV

Wells Fargo Advisors

Christopher Basinger is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a broad range of investment and fee-based financial planning services, offering specialized planning for areas such as business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses its own research and planning tools to develop tailored recommendations, with flexible implementation options 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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Zachary R

Series 66

Wheeling, WV

Wells Fargo Advisors

Zachary Riedel is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Clearing and a position at Wheeling Jesuit University. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services through a large network of advisors.

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

CFP®, Series 66

Wheeling, WV

Wells Fargo Advisors

Jared Sloan is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Edward Jones. Sloan serves as a board member on the City of St. Clairsville, Ohio Board of Zoning Appeals and the City of St. Clairsville Planning Commission, participating in local community planning and zoning decisions. 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 supported by proprietary research and tools, with an emphasis on customized client recommendations and optional implementation through various brokerage and 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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