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Nicholas K
Series 66
Carbondale, IL
Wells Fargo Clearing
Nicholas King is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo Clearing, Metropolitan Council, Dick's Sporting Goods, Southern FS, and Southern Illinois University. 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.
Theresa O
Series 63, Series 66
Carbondale, IL
Wells Fargo Clearing
Theresa Ojewuyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2010. Ojewuyi also participates in community activities through her role with the Carbondale Elementary School District No. 95, where she attends meetings to support fundraising efforts for local schools. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Dana Z
Series 63, Series 66
Carbondale, IL
Wells Fargo Clearing
Dana Zimbro is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she assists with inventory control and event preparation in a motorcycle dealership operated by her spouse. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.
Chelsea J
Series 66
Carbondale, IL
Wells Fargo Clearing
Chelsea Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at Hurst - Rosche Engineering and The Southern Illinoisan. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.
Jerry K
Series 66
Carbondale, IL
Wells Fargo Clearing
Jerry Kuhnert is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2020, he worked at District #300 Schools, St. Vincent Hospital, and Indiana University - Bloomington. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
Lisa F
Series 63, Series 65
Carbondale, IL
Wells Fargo Clearing
Lisa Forby is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Alesia P
Series 63, Series 65
Carbondale, IL
Wells Fargo Clearing
Alesia Patterson is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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