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Brenda B

Series 66

Odessa, TX

Wells Fargo Clearing

Brenda Bazan is a financial advisor with Wells Fargo Clearing in Odessa, TX, holding a Series 66 credential and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2017. Outside of finance, she has been involved with Bazan Insurance Services since 2010 and previously worked in the restaurant industry, including at Camila's Mexican Restaurant and more recently helping at Roadside Burgers & Wings. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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