Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm in Hudson, Wisconsin. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Nickolas Varani is a financial advisor at Wells Fargo Clearing with six years of industry experience and a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, Fisher Investments, Fidelity Investments, Ameriprise Financial Services, Bank of America, Merrill, and UnitedHealth Care. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with 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 process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Paul Poydras is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Wells Fargo entities since 2012. Outside of his advisory role, he owns and operates a trucking business and also works as a security guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kelly Buda is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2019, Buda worked at Allianz Life Insurance Co of North America and Questar Capital Corporation from 2011 to 2019. Outside of his advisory role, he holds power of attorney for both his spouse and sister in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Craig Saeger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of finance, he operates several outdoor-related businesses, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors since 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 range of brokerage and advisory solutions supported by research and analytics.

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked primarily within Wells Fargo and affiliated firms since 1994, including roles at Wells Fargo Advisors and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Julie Patin is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nick Durst is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior experience at Wells Fargo Bank, Edward Jones, and Financial Recovery Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joel Carey is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Daniel Tenney is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and was previously with Scottrade from 2015 to 2017. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Courtney Saul is a financial advisor with Wells Fargo Clearing in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Saul worked at Thrivent Financial and Wings Credit Union, among other roles. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related products and bank deposit sweep programs.

Danielle Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she is an individual distributor for Young Living, selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.

Paul Wethe is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Wilson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2011. Outside of his advisory role, Wilson serves as a triathlon training instructor and assistant swim coach at the YMCA in Minneapolis. Wells Fargo Clearing provides retirement plan consulting to 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Molly Malek is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. Her career includes roles at Ameriprise Financial Services and Merrill prior to joining Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.

Robert Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Walter Smith is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing in Minneapolis, MN, where he has worked since 2019. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, Smith owns Smithdirects, a business providing voice-over talent and creative consulting for radio and television advertising. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support its investment approach.

Peter Sneve is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and the United States Postal Service. Outside of his advisory work, he co-owns and manages a rental property in Shakopee, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Baer is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His background includes roles at Thrivent Financial, Equitable Advisors, and Wells Fargo Bank, along with teaching positions at several universities. 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 combines in-depth research and analytics with both brokerage and advisory solutions across a broad range of financial products.

Christian Mickelsen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Ruth Allen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Transamerica Capital Inc. since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment 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.

Catherine Thompson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Edward Jones and Aerotek, Inc. Outside of her advisory work, she serves as co-guardian and trustee for her son’s investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Amy Marth is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Donald Mangen is a Series 66-licensed financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 10 years of industry experience, all spent within Wells Fargo-affiliated firms. Outside of his advisory role, he works as a market growth and development consultant for Amazon Mechanical Turk and as a contractor creating training materials for The Emily Program. 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 roughly $671 billion in assets across more than 14,000 advisors and integrates research and analytics to support its investment offerings.

Nancy Botchway is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2019, with prior experience at Thrivent Investment Management Inc and Wells Fargo. Outside of her advisory role, she is involved in managing rental property jointly with her spouse. 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 from Wells Fargo Investment Institute and third-party sources.

Robert Strong IV is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing Services in 2025, he has held various roles, including ownership of Strong Solar LLC and employment at BLVD Kitchen & Bar in Minnetonka, MN. Strong Solar LLC is a solar sales business where he earns commissions upon project installations. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Shane Lines is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Smith Barney LLC from 2014 to 2019. Outside of finance, Lines operates Shane Lines Photography and serves as an international referee for USA Bandy, officiating various division games and international tournaments. 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 combines research and analytics with diversified portfolio strategies across brokerage and advisory solutions, managing approximately $671 billion in assets.

Riley Pratt is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Pratt worked for Charles Schwab from 2017 to 2023 and has experience with firms including TIAA-CREF, DoorDash, and Instacart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. 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 databases.

Ryan Johnson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent six years with Ameriprise Financial Services, 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Franzen is a financial advisor with Wells Fargo Clearing in Oak Park, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2018, following prior roles at Cetera Investment Advisors LLC and Cetera Investment Services. 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 based on modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Leah Kaufman is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with 34 years of industry experience. She has been with Wells Fargo since 2012, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a medical and fiduciary power of attorney and guardian for her daughter. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics and offers both brokerage and advisory services.

Elizabeth Adelman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and one year of industry experience. Her prior roles include positions at LPL Financial, Charles Schwab & Co., and Jumet Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Maria Velasquez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and 21 years of industry experience. Her career includes multiple roles within Wells Fargo entities and Truist Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Joshua Amundsen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and SCOTTRADE, Inc. He is based in Minneapolis, MN. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party sources.

Robert Klett is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 65 and Series 66 designations and has worked at various Wells Fargo entities since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Barbara Decker is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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. The firm’s 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.

Dianna Pasche is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2012. 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.

Andrew Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Securities, US Bank, and service in the United States Marines. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.