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William C
Series 63, Series 66
Fort Collins, CO
Wells Fargo Clearing
William Charboneau is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held roles at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 designations and operates out of Fort Collins, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support its investment approach.
Benjamin L
Series 66
Fort Collins, CO
Wells Fargo Clearing
Benjamin Leggett is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at TruStage, LPL Financial, Canvas Credit Union, and Commercial Interiors. Leggett is based in Fort Collins, Colorado. 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 through a network of over 14,000 advisors, offering both brokerage and advisory solutions.
James M
Series 63, Series 65
Fort Collins, CO
Wells Fargo Clearing
James Muff is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and USA Financial Securities. Outside of his advisory work, he owns and operates a motorcycle coaching business and is part-owner of a guided motorcycle tours company. 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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