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Eric K

Series 63, Series 66

Wilmington, NC

Wells Fargo Advisors

Eric Kullberg is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he has a majority ownership interest in KULLBERG GP, LLC, a merchant partnership based in Wilmington, NC. 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 and integrates 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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Madison H

Series 66

Wilmington, NC

Wells Fargo Advisors

Madison Hauser is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Before joining Wells Fargo Advisors, Madison held positions at several companies including Instacart, SweetGreen, and Vanliner Insurance Company. 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 and develops tailored recommendations using Wells Fargo 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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Thomas B

Series 63, Series 65

Wilmington, NC

Wells Fargo Advisors

Thomas Burke is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been associated with various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Burke also owns equity interests in two investment-related businesses based in Wilmington, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using firm 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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Tyler Y

CFP®, Series 66

Wilmington, NC

Wells Fargo Advisors

Tyler Yaw is a CFP® professional and financial advisor with Wells Fargo Advisors in Wilmington, NC, bringing six years of industry experience. Before joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing for six years and previously at REEDS Jewelers for four years. He is a co-owner of the Whiskey & Wisdom Podcast, a non-investment-related venture based in Wilmington. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, wealth-transfer, and specialized business and personal planning services. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations based on proprietary research and tools.

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

Series 63, Series 65

Wilmington, NC

Wells Fargo Advisors

Holly Lawrence is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked across various Wells Fargo entities since 2013. Outside of her advisory role, she serves as a trustee for her parent's trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services tailored by a network of advisors. The firm offers a broad range of planning services covering cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

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