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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.
Tyler R
Series 66
Wheeling, WV
Wells Fargo Advisors
Tyler Riedel is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at West Liberty University and Duquesne University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations and a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.
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 worked at Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing and a year at Prudential Equity Group. He is a 50% owner of McKenzie Riedel Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm combines advisory services with other financial products and referral channels, providing clients with tailored recommendations supported by Wells Fargo research and planning tools.
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 and a Series 66 credential. She has worked at Wells Fargo Clearing since 2016 and currently serves clients through Wells Fargo Advisors Financial Network. 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, including cash-flow, retirement, education, risk, and wealth-transfer planning, and uses proprietary research and tools to develop tailored recommendations.
Christopher B
Series 63, Series 66
Wheeling, WV
Wells Fargo Advisors
Christopher Basinger is a financial advisor with Wells Fargo Advisors in Wheeling, WV, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
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.
Jared S
CFP®, Series 66
Wheeling, WV
Wells Fargo Advisors
Jared Sloan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes seven years with Wells Fargo Clearing and three years at Edward Jones. Outside of his advisory role, he serves on the City of St. Clairsville, Ohio Board of Zoning Appeals and the Planning Commission Board. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.
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