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Robert H
Verified by Warmer
Series 66
Ann Arbor, MI
Wells Fargo Clearing
Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
Anthony S
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he holds a 33% ownership interest in Daleview Construction, LLC, a new home construction business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to support diversified investment solutions and offers both brokerage and advisory services.
Margaret M
CFP®, Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Margaret Moore is a CFP® with 35 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Robert Baird & Co. She is co-trustee of both her father's and mother's trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with portfolio theory principles to guide its investment options.
Mark S
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Mark Stutzmann is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns DANMAR, LLC, a marina property in Montague, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions based on research, diversification principles, and modern portfolio theory.
Katti J
Series 63
Ann Arbor, MI
Wells Fargo Clearing
Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.
Lori L
Series 63
Ann Arbor, MI
Wells Fargo Clearing
Lori Lessel is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stifel, Nicolaus & Company, Inc. for 21 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Ashley S
Series 66
Ann Arbor, MI
Wells Fargo Clearing
Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Joshua L
Series 63, Series 66
Ann Arbor, MI
Wells Fargo Clearing
Joshua Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. Outside of his advisory work, Larsen serves as a board member for AYSO Region 610 and coaches youth soccer in the Jackson area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment recommendations.
David M
Series 66
Ann Arbor, MI
Wells Fargo Clearing
David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. His previous roles include positions at UBS Financial Services and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates both brokerage and advisory solutions.
Stephen F
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Stephen Fair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in East Lansing, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Jessica W
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Jessica Woodward is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously associated with Prudential Securities beginning in 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions through a large network of financial advisors.
Brian S
CFP®, Series 63, Series 66
Ann Arbor, MI
Wells Fargo Clearing
Brian Schrag is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Northern Trust Securities, Inc. for seven years. He is based in Ann Arbor, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.
Jung H
Series 65, Series 66
Ann Arbor, MI
Wells Fargo Clearing
Jung Hutchins is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Beacon Asset Management, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
Rex S
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Rex Stanczak is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Stifel Nicolaus & Co. Inc. for 21 years before joining Wells Fargo in 2026. Outside of his advisory role, he serves as the head basketball coach at Father Gabriel Richard High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
David K
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
David Kreske is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Telemus Investment Management, LLC for one year. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Nathaniel B
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Nathaniel Bernos is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise Financial Services and Raymond James & Associates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Jason B
Series 63, Series 65
Ann Arbor, MI
Wells Fargo Clearing
Jason Bockrath is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and Natcity Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment decisions.
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