Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, 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 Investments, LLC. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jonathan Norris is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2018, following prior roles at Gradient Securities, LLC and CL Wealth Management LLC. 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Paul Poydras is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 designations and nine years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2012. Outside of his advisory role, he owns a trucking business, Zeus Auto Transport, and works as a security guard for Watson Express. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, managing approximately $671 billion in assets across more than 14,000 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 in Minneapolis, MN, holding a Series 66 credential and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience at Wells Fargo Bank NA dating back to 2012. Outside of finance, Saeger has been involved with several outdoor-related businesses since 2009, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors nationally.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has 18 years of experience in the industry, including a prior role at Wells Fargo Investments, LLC. 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines research from its investment institute and third-party sources to support diversified portfolio construction.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo, Une worked at Ameriprise for one year. 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.

Lawrence Douglas is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank NA dating back to 2012. Outside of his advisory role, he serves as a power of attorney assisting an elderly relative. 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 from Wells Fargo Investment Institute and third-party sources.

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 at Wells Fargo and affiliated firms since 1994, with prior experience at LPL Financial and BMO Bank. 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 internal research with third-party analytics and offers both brokerage and advisory solutions across a large platform.

Julie Patin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm that provides 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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 at Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2011. 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.

Seth Rugroden is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His previous roles include positions at LPL Enterprise LLC and Fraser. 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 data.

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 with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing in two periods, from 2005 to 2010 and again from 2016 to the present. Outside of her advisory role, she is an individual distributor for Young Living, selling health and wellness products. 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.

Paul Wethe is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2009 to 2011. 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 data.

Andrew Wilson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank NA, Wells Fargo Investments, LLC, and TD Ameritrade. Outside of his advisory role, Wilson serves as a triathlon training instructor and assistant swim coach at the YMCA in Minneapolis. 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 broad range of brokerage and advisory solutions supported by research and analytics.

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 Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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 at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Investments, 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

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 at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Investments from 2005 to 2011. 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 analytics.

George Robles is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2016 and has been affiliated with the University of Utah since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics to support its diversified investment approach.

Donald Mangen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a market growth and development consultant for Amazon Mechanical Turk and as a contractor reviewing 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 utilizes research and analytics for manager evaluation and offers both brokerage and advisory solutions across a broad range of financial products.

Nancy Botchway is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo and its related entities since 2012, with a brief tenure at Thrivent Investment Management Inc. outside of advisory roles, she is involved in managing a rental property 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Robert Strong IV is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank and has experience in various positions including ownership of Strong Solar LLC, a solar sales business. He also has experience working in the restaurant industry as a server and bartender. 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 combines research and analytics from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to serve a broad client base through brokerage and advisory solutions.

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 63 and Series 65 licenses with seven years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Charles Schwab for six years. 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, managing approximately $671 billion in assets with over 14,000 financial advisors.

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 with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo in various capacities since 2001. Outside of her advisory role, she serves as a guardian and holds medical and fiduciary power of attorney for her daughter. 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 extensive research and analytics.

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 at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Truist Advisory Services, and multiple Wells Fargo entities. 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 and analytics.

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 with Wells Fargo Clearing who holds Series 65 and Series 66 licenses and has 20 years of industry experience. His work history includes multiple roles within Wells Fargo affiliates dating back to 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven investment strategies informed by diversification principles and modern portfolio theory.

Barbara Decker is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to guide portfolio construction and investment selection.

Dianna Pasche is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 credentials with two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2012 and joined Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics alongside 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.