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Michael S
Series 63, Series 65
Mt. Crested Butte, CO
Wells Fargo Clearing
Michael Steinberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 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. Steinberg serves on the finance committee of the Gateway Condominiums HOA in Mt. Crested Butte, Colorado, providing guidance on long-term capital expenditures. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advice. The firm’s approach 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.
David K
CFP®, Series 63, Series 65
Mt. Crested Butte, CO
Wells Fargo Clearing
David Kopitz is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he holds a minority ownership interest in a New York-based investment-related firm. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.
Victoria U
Series 63, Series 66
Mt. Crested Butte, CO
Wells Fargo Clearing
Victoria Unger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.
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