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Jeffrey B

Series 66

Woodstock, IL

Wells Fargo Advisors

Jeffrey Bobrowicz Jr. is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors. He has ownership interests in JJ BOB 56 LLC and Bobrowicz Wealth Management Group LLC, both based in Woodstock, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides services that include cash-flow, retirement, and niche planning areas such as business-owner transition 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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Travis O

CFP®, Series 66

Woodstock, IL

Wells Fargo Advisors

Travis Ormsby is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2022. He also holds ownership interests in wealth management groups based in Woodstock, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations 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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Jeffrey B

Series 63, Series 65

Woodstock, IL

Wells Fargo Advisors

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is involved in private investment ventures through entities he owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo’s research and planning tools. The firm offers a broad range of planning services and integrates advisory with 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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Brittany H

Series 66

Woodstock, IL

Wells Fargo Advisors

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. 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 using proprietary research and tools, delivering tailored recommendations through meetings and client 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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Blake H

Series 66

Woodstock, IL

Wells Fargo Advisors

Blake Hafferkamp 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 Services LLC and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning like business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through various 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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Alan H

Series 63

Woodstock, IL

Wells Fargo Advisors

Alan Hafferkamp is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in operating a family farm in Sharon, Wisconsin. 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 utilizes Wells Fargo research and tools to develop tailored recommendations for its clients.

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