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Heather K

Series 66

Willmar, MN

Wells Fargo Advisors

Heather Kahlbaugh is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools. The firm provides tailored recommendations across various planning needs, including specialized services such as business-owner transition planning and special-needs analysis.

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

Series 66

Willmar, MN

Wells Fargo Advisors

Christine Doyle is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 license and 20 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of her advisory role, she serves as co-trustee for family trusts and holds power of attorney for a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include retirement, education, risk management, and niche areas such as business-owner transitions and special-needs analysis. The firm combines proprietary research and planning tools with optional implementation through its 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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Cameron N

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Cameron Nelson is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Nelson is also the owner of Northstar Wealth Advisors Corp. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad menu of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

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

CFP®, Series 66

Willmar, MN

Wells Fargo Advisors

Evan Wilson is a CFP® professional with 11 years of experience, currently serving at Wells Fargo Advisors since 2019. His prior roles include five years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Outside of his advisory work, he manages Evan Wilson Farms and serves on the finance committee for the United Way of West Central Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

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

CFP®, Series 66

Willmar, MN

Wells Fargo Advisors

Robert Trojan is a financial advisor at Wells Fargo Advisors in Willmar, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, spanning nearly a decade before his current position. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various financial planning areas, offering clients 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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Brian G

Series 66

Willmar, MN

Wells Fargo Advisors

Brian Gieseke is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 credential and 14 years of industry experience. He has worked at Wells Fargo Advisors since 2024 and previously held roles at Wells Fargo Bank, Wells Fargo Clearing, Guardian Life Insurance Company, Park Avenue Securities, and Thrivent Financial. He serves as a finance committee member for Holy Trinity Lutheran Church in New Prague, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial product sales and referral channels 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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Jeffrey A

Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Jeffrey Allen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo firms since 2011. Allen serves as a board member of the St. Stephen Lutheran Endowment Fund, where he reviews distribution requests and allocation of annual distributions. 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 financial planning services 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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Wendy O

Series 66

Willmar, MN

Wells Fargo Advisors

Wendy Otterness is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo Bank NA. 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 planning menu covering areas such as retirement, education, risk, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and others.

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

Series 66

Willmar, MN

Wells Fargo Advisors

Ryan Caperoon Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing, Aware Financial/Hallett Insurance, Bremer Bank, Raymond James Financial Services, and ownership in a family restaurant. He is also a 35% owner of Corbett & Caperoon Wealth Management LLC, where he dedicates significant time. 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 financial planning services utilizing Wells Fargo’s research and planning tools, with 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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Marta V

Series 66

Willmar, MN

Wells Fargo Advisors

Marta Vant is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously held roles at LPL Financial, Investment Centers of America, Inc., and FRANDSEN BANK & Trust. Outside of her advisory work, she has served as a notary public in Wisconsin. 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 using proprietary research and tools, with discrete planning engagements tailored to 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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Caitriona B

Series 66

Willmar, MN

Wells Fargo Advisors

Caitriona Bennett is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Southwest Minnesota State University and the University of Northwestern Ohio. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing extensive research and planning tools to provide tailored recommendations across a broad range of financial needs.

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

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Angela Tobeck is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked within the Wells Fargo organization since 2010 in various capacities. Outside of her advisory role, she serves on the advisory board of St. Joseph’s Catholic Church Endowment Fund, is treasurer of the Reif Arts Center, and supports youth sports as treasurer of the Lightning Booster Club. 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, offering a broad range of specialized planning options through a 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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Kelly C

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Kelly Cutsforth is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has held positions within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages Boderlin Holdings LLC, an investment-related business based in Rochester, MN. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product sales 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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Andrew B

Series 66

Willmar, MN

Wells Fargo Advisors

Andrew Beckius is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing from 2012 to 2023. Outside of his advisory role, Beckius serves as treasurer for both the New Prague Hockey Blue Line Club and the Pat Beckius Memorial Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. 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.

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

Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Chad Huson is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2013 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a youth hockey goalie judge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients with diverse needs including retirement, education, risk management, and specialized areas such as business-owner transition and sports planning.

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

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Jacob Pentz is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at LPL Financial and CUNA Brokerage Services. He also has ongoing roles with Superior Choice Credit Union and Mondelez International. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and specialized services such as business-owner transition and divorce planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written reports.

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

CFP®, Series 66

Willmar, MN

Wells Fargo Advisors

Caleb Paulson is a CFP® professional with 20 years of experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds partial ownership of a family cabin in Hackensack, MN. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by Wells Fargo’s 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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Daniel B

Series 66

Willmar, MN

Wells Fargo Advisors

Daniel Bishop is a financial advisor with Wells Fargo Advisors based in Willmar, MN, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo entities since 2011 in various capacities. Outside of his advisory role, he serves as president of the New Prague Utilities Commission and treasurer for Holy Trinity Lutheran Church, both in New Prague, MN. 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, risk management, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm resources, with clients deciding on 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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Adam S

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Adam Sayler is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo and its affiliated firms since 2009. He also owns and operates AS/GS Financial Services LLC, doing business as True Journey Advisors. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche clients.

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

CFP®, CFA®, Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Bryan Amundson is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked within various Wells Fargo entities since 2011. Bryan serves on the investment committee for the UMD Financial Markets Program Bulldog Fund, where he contributes to student education through discussions and recommendations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to choose how to implement recommendations through various program options.

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

Series 66

Willmar, MN

Wells Fargo Advisors

Todd Guennigsmann is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and having 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bremer Investments, Bremer Bank, and Raymond James Financial Services. He has ownership interests in TLG Holdings and TrueJourney Advisors, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 special-needs planning, 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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Alexander A

CFP®, Series 66

Willmar, MN

Wells Fargo Advisors

Alexander Anderson is a CFP® professional with 12 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at LPL Financial, Bank of America, Merrill, and CliftonLarsonAllen Wealth Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with a planning menu that includes specialized services such as business-owner transition and special-needs planning.

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

Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Amy Dubray is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2014. Outside of her financial advisory career, she operates a personal fitness training business and sells vegan baked goods. 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 options, utilizing proprietary research and planning tools to develop tailored recommendations 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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