Rick Bosche is a financial advisor with Wells Fargo Clearing in Jamestown, ND, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Bosche is also the owner of Aschberger-Bosche LLC, an investment and holding company based in Jamestown. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad investment menu that incorporates insurance-related vehicles and bank deposit sweep options, with tailored services designed to meet plan objectives and risk tolerances.

Cody Kilgore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo in 2022. 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 combination of brokerage and advisory solutions supported by research and analytics.